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TCI Wealth Advisors’s Spire SR Stock Holding History

TCI Wealth Advisors’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
-249
Closed -$17.5K – 1970
2023
Q1 		$17.5K Sell
249
-1
-0.4% -$71 ﹤0.01% 787
2022
Q4 		$17.2K Hold
250
– – ﹤0.01% 766
2022
Q3 		$16K Buy
250
+3
+1% +$214 ﹤0.01% 779
2022
Q2 		$18K Hold
247
– – ﹤0.01% 689
2022
Q1 		$18K Buy
247
+73
+42% +$4.84K ﹤0.01% 745
2021
Q4 		$11K Hold
174
– – ﹤0.01% 1118
2021
Q3 		$11K Hold
174
– – ﹤0.01% 1058
2021
Q2 		$13K Hold
174
– – ﹤0.01% 815
2021
Q1 		$13K Buy
+174
New +$11.6K 0.01% 730

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 $3.37T AUM 44.26% 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

TCI Wealth Advisors's SR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Spire (SR) in Q2 2023, closing a stake of 249 shares — an estimated $17.5K sold.

TCI Wealth Advisors first reported a position in SR in Q1 2021 and held it in 9 quarters. The position peaked at $18K in Q2 2022. 287 funds tracked by Wall St. Rank hold SR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Spire position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 249 Spire shares in Q2 2023, an estimated $17.5K.
  • TCI Wealth Advisors first reported a position in Spire in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Spire position peaked at $18K in Q2 2022.
  • 287 funds tracked by Wall St. Rank held Spire as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.