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

Atlas Private 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	$1.73M	Buy	4,063 +245	+6%	+$106K	0.73%	47
2023 Q4	$1.68M	Buy	3,818 +49	+1%	+$19.3K	0.79%	44
2023 Q3	$1.38M	Buy	3,769 +162	+4%	+$63.7K	0.74%	48
2023 Q2	$1.45M	Buy	3,607 +1,757	+95%	+$642K	0.76%	46
2023 Q1	$638K	Hold	1,850	–	–	0.38%	81
2022 Q4	$620K	Hold	1,850	–	–	0.29%	77
2022 Q3	$565K	Hold	1,850	–	–	0.41%	74
2022 Q2	$624K	Hold	1,850	–	–	0.43%	72
2022 Q1	$759K	Hold	1,850	–	–	0.44%	74
2021 Q4	$873K	Buy	1,850 +1,008	+120%	+$461K	0.49%	63
2021 Q3	$358K	Hold	842	–	–	0.22%	99
2021 Q2	$346K	Hold	842	–	–	0.21%	99
2021 Q1	$297K	Hold	842	–	–	0.19%	102
2020 Q4	$277K	Hold	842	–	–	0.2%	100
2020 Q3	$304K	Hold	842	–	–	0.24%	89
2020 Q2	$277K	Hold	842	–	–	0.22%	91
2020 Q1	$206K	Buy	+842	New	+$231K	0.19%	106

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

Atlas Private Wealth Management's SPGI Position: Q1 2024 in Review

Atlas Private Wealth Management increased its S&P Global (SPGI) stake by 6.4% in Q1 2024, buying an estimated $106K and bringing the position to 4,063 shares worth $1.73M. The position accounts for 0.73% of the portfolio, ranked #47.

Atlas Private Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 17 quarters since. 1,830 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

Atlas Private Wealth Management held 4,063 shares of S&P Global worth $1.73M as of Q1 2024.
Atlas Private Wealth Management bought 245 S&P Global shares in Q1 2024, an estimated $106K.
S&P Global made up 0.73% of Atlas Private Wealth Management's portfolio in Q1 2024, its #47 holding.
Atlas Private Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 17 quarters since.
1,830 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.