TFC Financial Management’s Spruce Power Holding Corp SPRU Stock Holding History

TFC Financial Management’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
2024 Q4	–	Sell	-1,875	Closed	-$5.33K	–	1026
2024 Q3	$5.33K	Hold	1,875	–	–	﹤0.01%	412
2024 Q2	$6.84K	Hold	1,875	–	–	﹤0.01%	365
2024 Q1	$7.44K	Hold	1,875	–	–	﹤0.01%	354
2023 Q4	$8.29K	Hold	1,875	–	–	﹤0.01%	341
2023 Q3	$10.2K	Hold	1,875	–	–	﹤0.01%	341
2023 Q2	$12.2K	Hold	1,875	–	–	﹤0.01%	323
2023 Q1	$12.3K	Hold	1,875	–	–	﹤0.01%	360
2022 Q4	$13.8K	Hold	1,875	–	–	﹤0.01%	282
2022 Q3	$13K	Hold	1,875	–	–	﹤0.01%	295
2022 Q2	$17K	Hold	1,875	–	–	0.01%	273
2022 Q1	$30K	Hold	1,875	–	–	0.01%	231
2021 Q4	$50K	Hold	1,875	–	–	0.02%	216
2021 Q3	$92K	Hold	1,875	–	–	0.03%	166
2021 Q2	$125K	Hold	1,875	–	–	0.04%	133
2021 Q1	$135K	Buy	+1,875	New	+$248K	0.05%	117

Other funds holding SPRU

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

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

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

Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

TFC Financial Management's SPRU Position: Q4 2024 in Review

TFC Financial Management sold out of Spruce Power Holding Corp (SPRU) in Q4 2024, closing a stake of 1,875 shares — an estimated $5.33K sold.

TFC Financial Management first reported a position in SPRU in Q1 2021 and held it in 15 quarters. The position peaked at $135K in Q1 2021. 37 funds tracked by Wall St. Rank hold SPRU as of Q4 2024.

TFC Financial Management reported no remaining Spruce Power Holding Corp position as of Q4 2024 after selling out during the quarter.
TFC Financial Management sold 1,875 Spruce Power Holding Corp shares in Q4 2024, an estimated $5.33K.
TFC Financial Management first reported a position in Spruce Power Holding Corp in Q1 2021 and held it in 15 quarters.
TFC Financial Management's Spruce Power Holding Corp position peaked at $135K in Q1 2021.
37 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q4 2024.

Based on TFC Financial Management's 13F filing for Q4 2024, filed 29 Jan 2025.