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Aquire Wealth Advisors’s S&P Global SPGI Stock Holding History

Aquire Wealth Advisors’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
2022
Q1 		– Sell
-226
Closed -$107K – 213
2021
Q4 		$107K Buy
+226
New +$103K 0.06% 59

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aquire Wealth Advisors's SPGI Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 226 shares — an estimated $107K sold.

Aquire Wealth Advisors first reported a position in SPGI in Q4 2021 and held it in 1 quarter. The position peaked at $107K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 226 S&P Global shares in Q1 2022, an estimated $107K.
  • Aquire Wealth Advisors first reported a position in S&P Global in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's S&P Global position peaked at $107K in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.