Steward Partners Investment Advisory’s Spruce Power Holding Corp SPRU Stock Holding History

Steward Partners Investment Advisory’s Portfolio SPRU Stock Details SPRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-63	Closed	–	–	3448
2022 Q3	$0	Hold	63	–	–	﹤0.01%	3372
2022 Q2	$1K	Hold	63	–	–	﹤0.01%	3165
2022 Q1	$1K	Hold	63	–	–	﹤0.01%	3222
2021 Q4	$2K	Hold	63	–	–	﹤0.01%	3034
2021 Q3	$3K	Hold	63	–	–	﹤0.01%	2946
2021 Q2	$4K	Sell	63 -50	-44%	-$2.94K	﹤0.01%	6709
2021 Q1	$8.08K	Buy	113 +50	+79%	+$6.61K	﹤0.01%	2867
2020 Q4	$12K	Buy	+63	New	+$6.8K	﹤0.01%	2248

Other funds holding SPRU

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MIG

MGG Investment Group New York $1.36M AUM 20.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Steward Partners Investment Advisory's SPRU Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Spruce Power Holding Corp (SPRU) in Q4 2022, closing a stake of 63 shares.

Steward Partners Investment Advisory first reported a position in SPRU in Q4 2020 and held it in 8 quarters. The position peaked at $12K in Q4 2020. 71 funds tracked by Wall St. Rank hold SPRU as of Q4 2022.

Steward Partners Investment Advisory reported no remaining Spruce Power Holding Corp position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 63 Spruce Power Holding Corp shares in Q4 2022.
Steward Partners Investment Advisory first reported a position in Spruce Power Holding Corp in Q4 2020 and held it in 8 quarters.
Steward Partners Investment Advisory's Spruce Power Holding Corp position peaked at $12K in Q4 2020.
71 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.