Lenox Wealth Advisors’s Spire SR Stock Holding History

Lenox Wealth Advisors’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
2020 Q4	–	Sell	-56	Closed	-$3K	–	672
2020 Q3	$3K	Buy	+56	New	+$3.34K	﹤0.01%	490

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Lenox Wealth Advisors's SR Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Spire (SR) in Q4 2020, closing a stake of 56 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in SR in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 273 funds tracked by Wall St. Rank hold SR as of Q4 2020.

Lenox Wealth Advisors reported no remaining Spire position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 56 Spire shares in Q4 2020, an estimated $3K.
Lenox Wealth Advisors first reported a position in Spire in Q3 2020 and held it in 1 quarter.
Lenox Wealth Advisors's Spire position peaked at $3K in Q3 2020.
273 funds tracked by Wall St. Rank held Spire as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.