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Reilly Financial Advisors’s Sphere Entertainment SPHR Stock Holding History

Reilly Financial Advisors’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-350
Closed -$25K – 1200
2021
Q3 		$25K Buy
+350
New +$26.2K ﹤0.01% 488

Other funds holding SPHR

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Reilly Financial Advisors's SPHR Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Sphere Entertainment (SPHR) in Q4 2021, closing a stake of 350 shares — an estimated $25K sold.

Reilly Financial Advisors first reported a position in SPHR in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 237 funds tracked by Wall St. Rank hold SPHR as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Sphere Entertainment position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 350 Sphere Entertainment shares in Q4 2021, an estimated $25K.
  • Reilly Financial Advisors first reported a position in Sphere Entertainment in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Sphere Entertainment position peaked at $25K in Q3 2021.
  • 237 funds tracked by Wall St. Rank held Sphere Entertainment as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.