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Prestige Wealth Management Group’s Spire SR Stock Holding History

Prestige Wealth Management Group’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
2019
Q1 		– Sell
-15
Closed -$1K – 1040
2018
Q4 		$1K Buy
+15
New +$1.13K ﹤0.01% 1119

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State Street
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Franklin Resources
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Prestige Wealth Management Group's SR Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Spire (SR) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in SR in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 277 funds tracked by Wall St. Rank hold SR as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Spire position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 15 Spire shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Spire in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Spire position peaked at $1K in Q4 2018.
  • 277 funds tracked by Wall St. Rank held Spire as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.