Lynx Investment Advisory’s Spire SR Stock Holding History

Lynx Investment Advisory’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 Q3	–	Sell	-6	Closed	-$364	–	682
2024 Q2	$364	Buy	+6	New	+$362	﹤0.01%	780

Other funds holding SR

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lynx Investment Advisory's SR Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Spire (SR) in Q3 2024, closing a stake of 6 shares — an estimated $364 sold.

Lynx Investment Advisory first reported a position in SR in Q2 2024 and held it in 1 quarter. The position peaked at $364 in Q2 2024. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

Lynx Investment Advisory reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
Lynx Investment Advisory sold 6 Spire shares in Q3 2024, an estimated $364.
Lynx Investment Advisory first reported a position in Spire in Q2 2024 and held it in 1 quarter.
Lynx Investment Advisory's Spire position peaked at $364 in Q2 2024.
310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.