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TCWP’s Spire SR Stock Holding History

TCWP’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
2022
Q2 		– Sell
-343
Closed -$24K – 1541
2022
Q1 		$24K Buy
+343
New +$22.7K ﹤0.01% 660

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCWP's SR Position: Q2 2022 in Review

TCWP sold out of Spire (SR) in Q2 2022, closing a stake of 343 shares — an estimated $24K sold.

TCWP first reported a position in SR in Q1 2022 and held it in 1 quarter. The position peaked at $24K in Q1 2022. 292 funds tracked by Wall St. Rank hold SR as of Q2 2022.

  • TCWP reported no remaining Spire position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 343 Spire shares in Q2 2022, an estimated $24K.
  • TCWP first reported a position in Spire in Q1 2022 and held it in 1 quarter.
  • TCWP's Spire position peaked at $24K in Q1 2022.
  • 292 funds tracked by Wall St. Rank held Spire as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.