Tradewinds LLC’s Spire SR Stock Holding History

Tradewinds LLC’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 Q1	–	Sell	-1,864	Closed	-$312K	–	179
2022 Q4	$312K	Buy	+1,864	New	+$127K	0.2%	87

Other funds holding SR

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tradewinds LLC's SR Position: Q1 2023 in Review

Tradewinds LLC sold out of Spire (SR) in Q1 2023, closing a stake of 1,864 shares — an estimated $312K sold.

Tradewinds LLC first reported a position in SR in Q4 2022 and held it in 1 quarter. The position peaked at $312K in Q4 2022. 289 funds tracked by Wall St. Rank hold SR as of Q1 2023.

Tradewinds LLC reported no remaining Spire position as of Q1 2023 after selling out during the quarter.
Tradewinds LLC sold 1,864 Spire shares in Q1 2023, an estimated $312K.
Tradewinds LLC first reported a position in Spire in Q4 2022 and held it in 1 quarter.
Tradewinds LLC's Spire position peaked at $312K in Q4 2022.
289 funds tracked by Wall St. Rank held Spire as of Q1 2023.

Based on Tradewinds LLC's 13F filing for Q1 2023, filed 6 Apr 2023.