BSTWA
SPGI icon

Blake Schutter Theil Wealth Advisors’s S&P Global SPGI Stock Holding History

Blake Schutter Theil 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
2024
Q4 		– Sell
-411
Closed -$212K – 155
2024
Q3 		$212K Buy
+411
New +$203K 0.15% 149

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's SPGI Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 411 shares — an estimated $212K sold.

Blake Schutter Theil Wealth Advisors first reported a position in SPGI in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 411 S&P Global shares in Q4 2024, an estimated $212K.
  • Blake Schutter Theil Wealth Advisors first reported a position in S&P Global in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's S&P Global position peaked at $212K in Q3 2024.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.