MFG
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Magnus Financial Group’s Spire SR Stock Holding History

Magnus Financial Group’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
2021
Q1 		– Sell
-3,249
Closed -$208K – 344
2020
Q4 		$208K Buy
+3,249
New +$198K 0.02% 303
2020
Q3 		– Sell
-3,658
Closed -$240K – 593
2020
Q2 		$240K Sell
3,658
-1,003
-22% -$71.5K 0.03% 478
2020
Q1 		$347K Hold
4,661
– – 0.05% 226
2019
Q4 		$388K Hold
4,661
– – 0.06% 206
2019
Q3 		$407K Hold
4,661
– – 0.08% 158
2019
Q2 		$391K Hold
4,661
– – 0.08% 163
2019
Q1 		$384K Buy
4,661
+189
+4% +$14.7K 0.08% 153
2018
Q4 		$331K Buy
+4,472
New +$338K 0.09% 157

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Magnus Financial Group's SR Position: Q1 2021 in Review

Magnus Financial Group sold out of Spire (SR) in Q1 2021, closing a stake of 3,249 shares — an estimated $208K sold.

Magnus Financial Group first reported a position in SR in Q4 2018 and held it in 8 quarters. The position peaked at $407K in Q3 2019. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

  • Magnus Financial Group reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 3,249 Spire shares in Q1 2021, an estimated $208K.
  • Magnus Financial Group first reported a position in Spire in Q4 2018 and held it in 8 quarters.
  • Magnus Financial Group's Spire position peaked at $407K in Q3 2019.
  • 274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.