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

Atlas Private 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
2021
Q2 		– Sell
-2
Closed -$1K – 926
2021
Q1 		$1K Buy
+2
New +$666 ﹤0.01% 840

Other funds holding SPGI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atlas Private Wealth Advisors's SPGI Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of S&P Global (SPGI) in Q2 2021, closing a stake of 2 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in SPGI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 1,356 funds tracked by Wall St. Rank hold SPGI as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining S&P Global position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 2 S&P Global shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in S&P Global in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's S&P Global position peaked at $1K in Q1 2021.
  • 1,356 funds tracked by Wall St. Rank held S&P Global as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.