Mascoma Wealth Management’s Spire SR Stock Holding History

Mascoma Wealth Management’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 Q4	–	Sell	-1	Closed	–	–	560
2021 Q3	$0	Buy	+1	New	+$68	﹤0.01%	466
2021 Q2	–	Sell	-1	Closed	–	–	378
2021 Q1	$0	Buy	+1	New	+$67	﹤0.01%	463

Other funds holding SR

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Mascoma Wealth Management's SR Position: Q4 2021 in Review

Mascoma Wealth Management sold out of Spire (SR) in Q4 2021, closing a stake of 1 share.

Mascoma Wealth Management first reported a position in SR in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 270 funds tracked by Wall St. Rank hold SR as of Q4 2021.

Mascoma Wealth Management reported no remaining Spire position as of Q4 2021 after selling out during the quarter.
Mascoma Wealth Management sold 1 Spire share in Q4 2021.
Mascoma Wealth Management first reported a position in Spire in Q1 2021 and held it in 2 quarters.
Mascoma Wealth Management's Spire position peaked at $0 in Q3 2021.
270 funds tracked by Wall St. Rank held Spire as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.