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ICA Group Wealth Management’s Spire SR Stock Holding History

ICA Group Wealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.27K Hold
21
– – ﹤0.01% 715
2024
Q1 		$1.29K Hold
21
– – ﹤0.01% 1223
2023
Q4 		$1.31K Buy
+21
New +$1.25K ﹤0.01% 1213
2023
Q3 		– Sell
-21
Closed -$1.33K – 1084
2023
Q2 		$1.33K Hold
21
– – ﹤0.01% 1170
2023
Q1 		$1.47K Hold
21
– – ﹤0.01% 1116
2022
Q4 		$1.52K Buy
+21
New +$1.43K ﹤0.01% 1140

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICA Group Wealth Management's SR Position: Q2 2024 in Review

ICA Group Wealth Management held its Spire (SR) position steady in Q2 2024 at 21 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

ICA Group Wealth Management first reported a position in SR in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.52K in Q4 2022. 293 funds tracked by Wall St. Rank hold SR as of Q2 2024.

  • ICA Group Wealth Management held 21 shares of Spire worth $1.27K as of Q2 2024.
  • ICA Group Wealth Management left its Spire share count unchanged in Q2 2024.
  • Spire made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #715 holding.
  • ICA Group Wealth Management first reported a position in Spire in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Spire position peaked at $1.52K in Q4 2022.
  • 293 funds tracked by Wall St. Rank held Spire as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.