TFC Financial Management’s Spire SR Stock Holding History

TFC Financial Management’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 Q4	–	Sell	-8	Closed	-$453	–	724
2023 Q3	$453	Buy	+8	New	+$485	﹤0.01%	614

Other funds holding SR

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFC Financial Management's SR Position: Q4 2023 in Review

TFC Financial Management sold out of Spire (SR) in Q4 2023, closing a stake of 8 shares — an estimated $453 sold.

TFC Financial Management first reported a position in SR in Q3 2023 and held it in 1 quarter. The position peaked at $453 in Q3 2023. 281 funds tracked by Wall St. Rank hold SR as of Q4 2023.

TFC Financial Management reported no remaining Spire position as of Q4 2023 after selling out during the quarter.
TFC Financial Management sold 8 Spire shares in Q4 2023, an estimated $453.
TFC Financial Management first reported a position in Spire in Q3 2023 and held it in 1 quarter.
TFC Financial Management's Spire position peaked at $453 in Q3 2023.
281 funds tracked by Wall St. Rank held Spire as of Q4 2023.

Based on TFC Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.