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Vermillion & White Wealth Management Group’s Spire SR Stock Holding History

Vermillion & White Wealth Management Group’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
Q3 		– Sell
-100
Closed -$6.07K – 382
2024
Q2 		$6.07K Hold
100
– – ﹤0.01% 255
2024
Q1 		$6.14K Hold
100
– – ﹤0.01% 240
2023
Q4 		$6.23K Buy
+100
New +$5.97K 0.01% 193

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vermillion & White Wealth Management Group's SR Position: Q3 2024 in Review

Vermillion & White Wealth Management Group sold out of Spire (SR) in Q3 2024, closing a stake of 100 shares — an estimated $6.07K sold.

Vermillion & White Wealth Management Group first reported a position in SR in Q4 2023 and held it in 3 quarters. The position peaked at $6.23K in Q4 2023. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

  • Vermillion & White Wealth Management Group reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 100 Spire shares in Q3 2024, an estimated $6.07K.
  • Vermillion & White Wealth Management Group first reported a position in Spire in Q4 2023 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's Spire position peaked at $6.23K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.