Plancorp LLC’s Spire SR Stock Holding History

Plancorp LLC’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 Q4	–	Sell	-4,008	Closed	-$227K	–	283
2023 Q3	$227K	Buy	+4,008	New	+$243K	0.01%	235
2023 Q2	–	Sell	-2,878	Closed	-$202K	–	255
2023 Q1	$202K	Buy	+2,878	New	+$204K	0.01%	243

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plancorp LLC's SR Position: Q4 2023 in Review

Plancorp LLC sold out of Spire (SR) in Q4 2023, closing a stake of 4,008 shares — an estimated $227K sold.

Plancorp LLC first reported a position in SR in Q1 2023 and held it in 2 quarters. The position peaked at $227K in Q3 2023. 281 funds tracked by Wall St. Rank hold SR as of Q4 2023.

Plancorp LLC reported no remaining Spire position as of Q4 2023 after selling out during the quarter.
Plancorp LLC sold 4,008 Spire shares in Q4 2023, an estimated $227K.
Plancorp LLC first reported a position in Spire in Q1 2023 and held it in 2 quarters.
Plancorp LLC's Spire position peaked at $227K in Q3 2023.
281 funds tracked by Wall St. Rank held Spire as of Q4 2023.

Based on Plancorp LLC's 13F filing for Q4 2023, filed 9 Feb 2024.