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PFG Private Wealth Management’s Spire SR Stock Holding History

PFG Private 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
2023
Q1 		– Sell
-35
Closed -$2K – 377
2022
Q4 		$2K Hold
35
– – ﹤0.01% 293
2022
Q3 		$2K Hold
35
– – ﹤0.01% 310
2022
Q2 		$3K Hold
35
– – ﹤0.01% 272
2022
Q1 		$3K Hold
35
– – ﹤0.01% 267
2021
Q4 		$2K Hold
35
– – ﹤0.01% 288
2021
Q3 		$2K Buy
+35
New +$2.4K ﹤0.01% 277

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

PFG Private Wealth Management's SR Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Spire (SR) in Q1 2023, closing a stake of 35 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in SR in Q3 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 289 funds tracked by Wall St. Rank hold SR as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Spire position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 35 Spire shares in Q1 2023, an estimated $2K.
  • PFG Private Wealth Management first reported a position in Spire in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's Spire position peaked at $3K in Q2 2022.
  • 289 funds tracked by Wall St. Rank held Spire as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.