SIAG
SPB icon

Safeguard Investment Advisory Group’s Spectrum Brands SPB Stock Holding History

Safeguard Investment Advisory Group’s Portfolio SPB Stock Details SPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-897
Closed -$70K – 612
2020
Q4 		$70K Buy
+897
New +$58.8K 0.06% 161

Other funds holding SPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Safeguard Investment Advisory Group's SPB Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Spectrum Brands (SPB) in Q1 2021, closing a stake of 897 shares — an estimated $70K sold.

Safeguard Investment Advisory Group first reported a position in SPB in Q4 2020 and held it in 1 quarter. The position peaked at $70K in Q4 2020. 297 funds tracked by Wall St. Rank hold SPB as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Spectrum Brands position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 897 Spectrum Brands shares in Q1 2021, an estimated $70K.
  • Safeguard Investment Advisory Group first reported a position in Spectrum Brands in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Spectrum Brands position peaked at $70K in Q4 2020.
  • 297 funds tracked by Wall St. Rank held Spectrum Brands as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.