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Steward Partners Investment Advisory’s Sphere Entertainment SPHR Stock Holding History

Steward Partners Investment Advisory’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
2022
Q3 		– Sell
-25
Closed -$1K – 3371
2022
Q2 		$1K Buy
+25
New +$1.69K ﹤0.01% 3164
2021
Q1 		– Sell
-600
Closed -$63K – 3489
2020
Q4 		$63K Hold
600
– – ﹤0.01% 1556
2020
Q3 		$41K Buy
+600
New +$43.3K ﹤0.01% 1586

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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Steward Partners Investment Advisory's SPHR Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Sphere Entertainment (SPHR) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in SPHR in Q3 2020 and held it in 3 quarters. The position peaked at $63K in Q4 2020. 192 funds tracked by Wall St. Rank hold SPHR as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining Sphere Entertainment position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 25 Sphere Entertainment shares in Q3 2022, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Sphere Entertainment in Q3 2020 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Sphere Entertainment position peaked at $63K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held Sphere Entertainment as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.