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Realta Investment Advisors’s Spire SR Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-41
Closed -$3K – 1239
2019
Q4 		$3K Hold
41
– – ﹤0.01% 1440
2019
Q3 		$4K Hold
41
– – ﹤0.01% 1401
2019
Q2 		$3K Buy
+41
New +$3.44K ﹤0.01% 1509

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Realta Investment Advisors's SR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Spire (SR) in Q1 2020, closing a stake of 41 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in SR in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 258 funds tracked by Wall St. Rank hold SR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Spire position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 41 Spire shares in Q1 2020, an estimated $3K.
  • Realta Investment Advisors first reported a position in Spire in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Spire position peaked at $4K in Q3 2019.
  • 258 funds tracked by Wall St. Rank held Spire as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.