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

Castle 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
2022
Q4 		– Sell
-14
Closed -$4K – 558
2022
Q3 		$4K Hold
14
– – ﹤0.01% 516
2022
Q2 		$5K Buy
+14
New +$4.99K ﹤0.01% 492

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castle Wealth Management's SPGI Position: Q4 2022 in Review

Castle Wealth Management sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 14 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in SPGI in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • Castle Wealth Management reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 14 S&P Global shares in Q4 2022, an estimated $4K.
  • Castle Wealth Management first reported a position in S&P Global in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's S&P Global position peaked at $5K in Q2 2022.
  • 1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.