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Integrated Advisors Network’s Spire SR Stock Holding History

Integrated Advisors Network’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
2023
Q4 		– Sell
-46,722
Closed -$2.64M – 711
2023
Q3 		$2.64M Sell
46,722
-1,211
-3% -$73.4K 0.16% 164
2023
Q2 		$3.04M Buy
47,933
+123
+0.3% +$8.26K 0.18% 151
2023
Q1 		$3.35M Buy
+47,810
New +$3.39M 0.2% 132

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Advisors Network's SR Position: Q4 2023 in Review

Integrated Advisors Network sold out of Spire (SR) in Q4 2023, closing a stake of 46,722 shares — an estimated $2.64M sold.

Integrated Advisors Network first reported a position in SR in Q1 2023 and held it in 3 quarters. The position peaked at $3.35M in Q1 2023. 281 funds tracked by Wall St. Rank hold SR as of Q4 2023.

  • Integrated Advisors Network reported no remaining Spire position as of Q4 2023 after selling out during the quarter.
  • Integrated Advisors Network sold 46,722 Spire shares in Q4 2023, an estimated $2.64M.
  • Integrated Advisors Network first reported a position in Spire in Q1 2023 and held it in 3 quarters.
  • Integrated Advisors Network's Spire position peaked at $3.35M in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Spire as of Q4 2023.

Based on Integrated Advisors Network's 13F filing for Q4 2023, filed 26 Feb 2024.