Turtle Creek Wealth Advisors’s Spire SR Stock Holding History

Turtle Creek Wealth Advisors’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
2024 Q1	–	Sell	-7	Closed	-$436	–	724
2023 Q4	$436	Buy	+7	New	+$418	﹤0.01%	840

Other funds holding SR

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

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

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

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Turtle Creek Wealth Advisors's SR Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Spire (SR) in Q1 2024, closing a stake of 7 shares — an estimated $436 sold.

Turtle Creek Wealth Advisors first reported a position in SR in Q4 2023 and held it in 1 quarter. The position peaked at $436 in Q4 2023. 279 funds tracked by Wall St. Rank hold SR as of Q1 2024.

Turtle Creek Wealth Advisors reported no remaining Spire position as of Q1 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 7 Spire shares in Q1 2024, an estimated $436.
Turtle Creek Wealth Advisors first reported a position in Spire in Q4 2023 and held it in 1 quarter.
Turtle Creek Wealth Advisors's Spire position peaked at $436 in Q4 2023.
279 funds tracked by Wall St. Rank held Spire as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.