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Atlanta Financial Associates’s S&P Global SPGI Stock Holding History

Atlanta Financial Associates’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
2020
Q2 		– Sell
-904
Closed -$222K – 69
2020
Q1 		$222K Buy
+904
New +$248K 0.18% 49

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Atlanta Financial Associates's SPGI Position: Q2 2020 in Review

Atlanta Financial Associates sold out of S&P Global (SPGI) in Q2 2020, closing a stake of 904 shares — an estimated $222K sold.

Atlanta Financial Associates first reported a position in SPGI in Q1 2020 and held it in 1 quarter. The position peaked at $222K in Q1 2020. 1,180 funds tracked by Wall St. Rank hold SPGI as of Q2 2020.

  • Atlanta Financial Associates reported no remaining S&P Global position as of Q2 2020 after selling out during the quarter.
  • Atlanta Financial Associates sold 904 S&P Global shares in Q2 2020, an estimated $222K.
  • Atlanta Financial Associates first reported a position in S&P Global in Q1 2020 and held it in 1 quarter.
  • Atlanta Financial Associates's S&P Global position peaked at $222K in Q1 2020.
  • 1,180 funds tracked by Wall St. Rank held S&P Global as of Q2 2020.

Based on Atlanta Financial Associates's 13F filing for Q2 2020, filed 11 Aug 2020.