IMA Advisory Services’s Spruce Power Holding Corp SPRU Stock Holding History

IMA Advisory Services’s Portfolio SPRU Stock Details SPRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-13	Closed	-$2K	–	315
2020 Q4	$2K	Buy	+13	New	+$1.4K	﹤0.01%	274

Other funds holding SPRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IMA Advisory Services's SPRU Position: Q1 2021 in Review

IMA Advisory Services sold out of Spruce Power Holding Corp (SPRU) in Q1 2021, closing a stake of 13 shares — an estimated $2K sold.

IMA Advisory Services first reported a position in SPRU in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 103 funds tracked by Wall St. Rank hold SPRU as of Q1 2021.

IMA Advisory Services reported no remaining Spruce Power Holding Corp position as of Q1 2021 after selling out during the quarter.
IMA Advisory Services sold 13 Spruce Power Holding Corp shares in Q1 2021, an estimated $2K.
IMA Advisory Services first reported a position in Spruce Power Holding Corp in Q4 2020 and held it in 1 quarter.
IMA Advisory Services's Spruce Power Holding Corp position peaked at $2K in Q4 2020.
103 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q1 2021.

Based on IMA Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.