OPS
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Orion Portfolio Solutions’s Spire SR Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-45
Closed -$3K – 1826
2020
Q2 		$3K Buy
45
+43
+2,150% +$3.06K ﹤0.01% 1688
2020
Q1 		$0 Sell
2
-114
-98% -$9.14K ﹤0.01% 2279
2019
Q4 		$10K Buy
+116
New +$9.5K ﹤0.01% 1013

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Orion Portfolio Solutions's SR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Spire (SR) in Q3 2020, closing a stake of 45 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in SR in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 272 funds tracked by Wall St. Rank hold SR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Spire position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 45 Spire shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Spire in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Spire position peaked at $10K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held Spire as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.