SWM
SPR

Selective Wealth Management’s Spirit AeroSystems SPR Stock Holding History

Selective Wealth Management’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-31
Closed -$1K – 644
2022
Q3 		$1K Hold
31
– – ﹤0.01% 741
2022
Q2 		$1K Sell
31
-1,000
-97% -$35.8K ﹤0.01% 735
2022
Q1 		$50K Buy
+1,031
New +$48.2K 0.02% 300

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's SPR Position: Q4 2022 in Review

Selective Wealth Management sold out of Spirit AeroSystems (SPR) in Q4 2022, closing a stake of 31 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in SPR in Q1 2022 and held it in 3 quarters. The position peaked at $50K in Q1 2022. 281 funds tracked by Wall St. Rank hold SPR as of Q4 2022.

  • Selective Wealth Management reported no remaining Spirit AeroSystems position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 31 Spirit AeroSystems shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Spirit AeroSystems in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Spirit AeroSystems position peaked at $50K in Q1 2022.
  • 281 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.