WealthShield Partners’s Spire SR Stock Holding History

WealthShield 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
2021 Q2	–	Sell	-84	Closed	-$6K	–	1111
2021 Q1	$6K	Buy	+84	New	+$5.61K	﹤0.01%	938

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

WealthShield Partners's SR Position: Q2 2021 in Review

WealthShield Partners sold out of Spire (SR) in Q2 2021, closing a stake of 84 shares — an estimated $6K sold.

WealthShield Partners first reported a position in SR in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 265 funds tracked by Wall St. Rank hold SR as of Q2 2021.

WealthShield Partners reported no remaining Spire position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 84 Spire shares in Q2 2021, an estimated $6K.
WealthShield Partners first reported a position in Spire in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Spire position peaked at $6K in Q1 2021.
265 funds tracked by Wall St. Rank held Spire as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.