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

AMJ Financial 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
2023 Q4	–	Sell	-576	Closed	-$210K	–	78
2023 Q3	$210K	Hold	576	–	–	0.1%	63
2023 Q2	$231K	Buy	+576	New	+$210K	0.1%	65
2022 Q2	–	Sell	-576	Closed	-$236K	–	83
2022 Q1	$236K	Hold	576	–	–	0.09%	76
2021 Q4	$272K	Hold	576	–	–	0.1%	82
2021 Q3	$245K	Sell	576 -92	-14%	-$39.9K	0.1%	85
2021 Q2	$274K	Hold	668	–	–	0.12%	81
2021 Q1	$236K	Hold	668	–	–	0.11%	78
2020 Q4	$220K	Sell	668 -32	-5%	-$10.8K	0.11%	74
2020 Q3	$252K	Hold	700	–	–	0.15%	57
2020 Q2	$231K	Buy	+700	New	+$210K	0.16%	59

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

AMJ Financial Wealth Management's SPGI Position: Q4 2023 in Review

AMJ Financial Wealth Management sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 576 shares — an estimated $210K sold.

AMJ Financial Wealth Management first reported a position in SPGI in Q2 2020 and held it in 10 quarters. The position peaked at $274K in Q2 2021. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

AMJ Financial Wealth Management reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
AMJ Financial Wealth Management sold 576 S&P Global shares in Q4 2023, an estimated $210K.
AMJ Financial Wealth Management first reported a position in S&P Global in Q2 2020 and held it in 10 quarters.
AMJ Financial Wealth Management's S&P Global position peaked at $274K in Q2 2021.
1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.