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Money Concepts Capital’s Spire SR Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-93
Closed -$6.4K – 2572
2022
Q4 		$6.4K Buy
+93
New +$6.33K ﹤0.01% 2226
2022
Q2 		– Sell
-80
Closed -$6K – 2485
2022
Q1 		$6K Buy
+80
New +$5.3K ﹤0.01% 2157

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Macquarie Group
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Money Concepts Capital's SR Position: Q1 2023 in Review

Money Concepts Capital sold out of Spire (SR) in Q1 2023, closing a stake of 93 shares — an estimated $6.4K sold.

Money Concepts Capital first reported a position in SR in Q1 2022 and held it in 2 quarters. The position peaked at $6.4K in Q4 2022. 289 funds tracked by Wall St. Rank hold SR as of Q1 2023.

  • Money Concepts Capital reported no remaining Spire position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 93 Spire shares in Q1 2023, an estimated $6.4K.
  • Money Concepts Capital first reported a position in Spire in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Spire position peaked at $6.4K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Spire as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.