PFO
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Pathstone Family Office’s Spire SR Stock Holding History

Pathstone Family Office’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
-9
Closed -$1K – 1265
2020
Q4 		$1K Hold
9
– – ﹤0.01% 1117
2020
Q3 		$0 Sell
9
-9
-50% -$537 ﹤0.01% 980
2020
Q2 		$2K Buy
+18
New +$1.28K ﹤0.01% 647

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
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

Pathstone Family Office's SR Position: Q1 2021 in Review

Pathstone Family Office sold out of Spire (SR) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in SR in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

  • Pathstone Family Office reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 9 Spire shares in Q1 2021, an estimated $1K.
  • Pathstone Family Office first reported a position in Spire in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Spire position peaked at $2K in Q2 2020.
  • 274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.