Able Wealth Management’s S&P Global SPGI Stock Holding History

Able Wealth Management’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-40	Closed	-$17.6K	–	500
2023 Q4	$17.6K	Buy	+40	New	+$15.8K	0.02%	218

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Able Wealth Management's SPGI Position: Q1 2024 in Review

Able Wealth Management sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 40 shares — an estimated $17.6K sold.

Able Wealth Management first reported a position in SPGI in Q4 2023 and held it in 1 quarter. The position peaked at $17.6K in Q4 2023. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

Able Wealth Management reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 40 S&P Global shares in Q1 2024, an estimated $17.6K.
Able Wealth Management first reported a position in S&P Global in Q4 2023 and held it in 1 quarter.
Able Wealth Management's S&P Global position peaked at $17.6K in Q4 2023.
1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.