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

BDO 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
2023
Q2 		$76.6K Buy
191
+57
+43% +$20.8K 0.01% 368
2023
Q1 		$46.2K Sell
134
-7
-5% -$2.46K 0.01% 433
2022
Q4 		$47.3K Buy
141
+37
+36% +$12.2K 0.01% 419
2022
Q3 		$32K Hold
104
– – ﹤0.01% 484
2022
Q2 		$35K Sell
104
-7
-6% -$2.5K ﹤0.01% 469
2022
Q1 		$46K Buy
111
+46
+71% +$18.7K ﹤0.01% 448
2021
Q4 		$31K Hold
65
– – ﹤0.01% 541
2021
Q3 		$28K Hold
65
– – ﹤0.01% 546
2021
Q2 		$27K Buy
65
+18
+38% +$6.92K ﹤0.01% 566
2021
Q1 		$17K Buy
47
+16
+52% +$5.33K ﹤0.01% 642
2020
Q4 		$10K Hold
31
– – ﹤0.01% 548
2020
Q3 		$11K Buy
31
+27
+675% +$9.53K ﹤0.01% 487
2020
Q2 		$1K Hold
4
– – ﹤0.01% 669
2020
Q1 		$1K Buy
+4
New +$1.1K ﹤0.01% 722

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BDO Wealth Advisors's SPGI Position: Q2 2023 in Review

BDO Wealth Advisors increased its S&P Global (SPGI) stake by 43% in Q2 2023, buying an estimated $20.8K and bringing the position to 191 shares worth $76.6K. The position accounts for 0.01% of the portfolio, ranked #368.

BDO Wealth Advisors first reported a position in SPGI in Q1 2020 and has held it in 14 quarters since. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • BDO Wealth Advisors held 191 shares of S&P Global worth $76.6K as of Q2 2023.
  • BDO Wealth Advisors bought 57 S&P Global shares in Q2 2023, an estimated $20.8K.
  • S&P Global made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #368 holding.
  • BDO Wealth Advisors first reported a position in S&P Global in Q1 2020 and has held it in 14 quarters since.
  • 1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.