Spire Wealth Management’s Shaw Communications Inc. SJR Stock Holding History

Spire Wealth Management’s Portfolio SJR Stock Details SJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,250	Closed	-$37.4K	–	2575
2023 Q1	$37.4K	Hold	1,250	–	–	﹤0.01%	1329
2022 Q4	$36K	Hold	1,250	–	–	﹤0.01%	1113
2022 Q3	$30K	Hold	1,250	–	–	﹤0.01%	1157
2022 Q2	$37K	Hold	1,250	–	–	﹤0.01%	1432
2022 Q1	$39K	Hold	1,250	–	–	﹤0.01%	1547
2021 Q4	$38K	Hold	1,250	–	–	﹤0.01%	1849
2021 Q3	$36K	Hold	1,250	–	–	﹤0.01%	1615
2021 Q2	$36K	Hold	1,250	–	–	﹤0.01%	1635
2021 Q1	$33K	Buy	+1,250	New	+$24.7K	﹤0.01%	1943

Other funds holding SJR

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Spire Wealth Management's SJR Position: Q2 2023 in Review

Spire Wealth Management sold out of Shaw Communications Inc. (SJR) in Q2 2023, closing a stake of 1,250 shares — an estimated $37.4K sold.

Spire Wealth Management first reported a position in SJR in Q1 2021 and held it in 9 quarters. The position peaked at $39K in Q1 2022. 1 fund tracked by Wall St. Rank holds SJR as of Q2 2023.

Spire Wealth Management reported no remaining Shaw Communications Inc. position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 1,250 Shaw Communications Inc. shares in Q2 2023, an estimated $37.4K.
Spire Wealth Management first reported a position in Shaw Communications Inc. in Q1 2021 and held it in 9 quarters.
Spire Wealth Management's Shaw Communications Inc. position peaked at $39K in Q1 2022.
1 fund tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.