TD Private Client Wealth’s Spire SR Stock Holding History

TD Private Client Wealth’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
2021 Q3	–	Sell	-7	Closed	-$506	–	1242
2021 Q2	$506	Buy	+7	New	+$521	﹤0.01%	1180

Other funds holding SR

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TD Private Client Wealth's SR Position: Q3 2021 in Review

TD Private Client Wealth sold out of Spire (SR) in Q3 2021, closing a stake of 7 shares — an estimated $506 sold.

TD Private Client Wealth first reported a position in SR in Q2 2021 and held it in 1 quarter. The position peaked at $506 in Q2 2021. 263 funds tracked by Wall St. Rank hold SR as of Q3 2021.

TD Private Client Wealth reported no remaining Spire position as of Q3 2021 after selling out during the quarter.
TD Private Client Wealth sold 7 Spire shares in Q3 2021, an estimated $506.
TD Private Client Wealth first reported a position in Spire in Q2 2021 and held it in 1 quarter.
TD Private Client Wealth's Spire position peaked at $506 in Q2 2021.
263 funds tracked by Wall St. Rank held Spire as of Q3 2021.

Based on TD Private Client Wealth's 13F filing for Q3 2021, filed 16 Aug 2024.