MFS
SR icon

Mirabella Financial Services’s Spire SR Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-13,303
Closed -$816K – 675
2024
Q1 		$816K Sell
13,303
-3,310
-20% -$198K 0.06% 213
2023
Q4 		$1.04M Buy
16,613
+11,293
+212% +$674K 0.14% 134
2023
Q3 		$301K Buy
+5,320
New +$323K 0.04% 281

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mirabella Financial Services's SR Position: Q2 2024 in Review

Mirabella Financial Services sold out of Spire (SR) in Q2 2024, closing a stake of 13,303 shares — an estimated $816K sold.

Mirabella Financial Services first reported a position in SR in Q3 2023 and held it in 3 quarters. The position peaked at $1.04M in Q4 2023. 293 funds tracked by Wall St. Rank hold SR as of Q2 2024.

  • Mirabella Financial Services reported no remaining Spire position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 13,303 Spire shares in Q2 2024, an estimated $816K.
  • Mirabella Financial Services first reported a position in Spire in Q3 2023 and held it in 3 quarters.
  • Mirabella Financial Services's Spire position peaked at $1.04M in Q4 2023.
  • 293 funds tracked by Wall St. Rank held Spire as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.