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Prospera Financial Services’s Spire SR Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-251
Closed -$19K – 1487
2022
Q2 		$19K Hold
251
– – ﹤0.01% 1218
2022
Q1 		$18K Buy
+251
New +$16.6K ﹤0.01% 1780
2020
Q4 		– Sell
-28
Closed -$2K – 1450
2020
Q3 		$2K Buy
+28
New +$1.67K ﹤0.01% 1490
2017
Q2 		– Sell
-20,349
Closed -$1.38M – 453
2017
Q1 		$1.38M Buy
20,349
+5,973
+42% +$389K 0.25% 85
2016
Q4 		$929K Buy
+14,376
New +$904K 0.18% 107

Other funds holding SR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's SR Position: Q3 2022 in Review

Prospera Financial Services sold out of Spire (SR) in Q3 2022, closing a stake of 251 shares — an estimated $19K sold.

Prospera Financial Services first reported a position in SR in Q4 2016 and held it in 5 quarters. The position peaked at $1.38M in Q1 2017. 280 funds tracked by Wall St. Rank hold SR as of Q3 2022.

  • Prospera Financial Services reported no remaining Spire position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 251 Spire shares in Q3 2022, an estimated $19K.
  • Prospera Financial Services first reported a position in Spire in Q4 2016 and held it in 5 quarters.
  • Prospera Financial Services's Spire position peaked at $1.38M in Q1 2017.
  • 280 funds tracked by Wall St. Rank held Spire as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.