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Wipfli Financial Advisors’s Spire SR Stock Holding History

Wipfli Financial 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
2022
Q3 		$30K Buy
+483
New +$34.5K ﹤0.01% 1381

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wipfli Financial Advisors's SR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Spire (SR) in Q3 2022: 483 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings.

279 funds tracked by Wall St. Rank hold SR as of Q3 2022.

  • Wipfli Financial Advisors held 483 shares of Spire worth $30K as of Q3 2022.
  • Spire was a new Wipfli Financial Advisors position in Q3 2022.
  • Spire made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1381 holding.
  • 279 funds tracked by Wall St. Rank held Spire as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.