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Syverson Strege & Co’s Spire SR Stock Holding History

Syverson Strege & Co’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-205
Closed -$14.4K – 537
2023
Q1 		$14.4K Hold
205
– – 0.01% 217
2022
Q4 		$14.1K Hold
205
– – 0.01% 187
2022
Q3 		$13K Hold
205
– – 0.01% 178
2022
Q2 		$15K Hold
205
– – 0.01% 199
2022
Q1 		$15K Hold
205
– – 0.02% 180
2021
Q4 		$13K Hold
205
– – 0.01% 194
2021
Q3 		$13K Hold
205
– – 0.01% 221
2021
Q2 		$15K Hold
205
– – 0.01% 179
2021
Q1 		$15K Hold
205
– – 0.02% 176
2020
Q4 		$13K Buy
+205
New +$12.5K 0.01% 174

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Syverson Strege & Co's SR Position: Q2 2023 in Review

Syverson Strege & Co sold out of Spire (SR) in Q2 2023, closing a stake of 205 shares — an estimated $14.4K sold.

Syverson Strege & Co first reported a position in SR in Q4 2020 and held it in 10 quarters. The position peaked at $15K in Q2 2022. 287 funds tracked by Wall St. Rank hold SR as of Q2 2023.

  • Syverson Strege & Co reported no remaining Spire position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 205 Spire shares in Q2 2023, an estimated $14.4K.
  • Syverson Strege & Co first reported a position in Spire in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Spire position peaked at $15K in Q2 2022.
  • 287 funds tracked by Wall St. Rank held Spire as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.