Wealthcare Advisory Partners’s Spire SR Stock Holding History

Wealthcare Advisory Partners’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
2020 Q2	–	Sell	-188	Closed	-$14K	–	1207
2020 Q1	$14K	Hold	188	–	–	﹤0.01%	835
2019 Q4	$16K	Hold	188	–	–	﹤0.01%	827
2019 Q3	$16K	Hold	188	–	–	﹤0.01%	811
2019 Q2	$16K	Hold	188	–	–	﹤0.01%	786
2019 Q1	$15K	Hold	188	–	–	﹤0.01%	733
2018 Q4	$14K	Hold	188	–	–	﹤0.01%	715
2018 Q3	$14K	Hold	188	–	–	﹤0.01%	765
2018 Q2	$13K	Buy	+188	New	+$13.3K	﹤0.01%	772
2017 Q4	–	Sell	-18	Closed	-$1K	–	1173
2017 Q3	$1K	Buy	+18	New	+$1.33K	﹤0.01%	842

Other funds holding SR

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

American Century Companies

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

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

Macquarie Group

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Dimensional Fund Advisors

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