SWM
CSR

Spire Wealth Management’s Centerspace CSR Stock Holding History

Spire Wealth Management’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,069
Closed -$341K – 2323
2022
Q3 		$341K Hold
5,069
– – 0.02% 407
2022
Q2 		$413K Buy
+5,069
New +$444K 0.02% 527
2022
Q1 		– Sell
-5,069
Closed -$562K – 2587
2021
Q4 		$562K Buy
+5,069
New +$524K 0.01% 656

Other funds holding CSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spire Wealth Management's CSR Position: Q4 2022 in Review

Spire Wealth Management sold out of Centerspace (CSR) in Q4 2022, closing a stake of 5,069 shares — an estimated $341K sold.

Spire Wealth Management first reported a position in CSR in Q4 2021 and held it in 3 quarters. The position peaked at $562K in Q4 2021. 148 funds tracked by Wall St. Rank hold CSR as of Q4 2022.

  • Spire Wealth Management reported no remaining Centerspace position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 5,069 Centerspace shares in Q4 2022, an estimated $341K.
  • Spire Wealth Management first reported a position in Centerspace in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's Centerspace position peaked at $562K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Centerspace as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.