CWM
SPGI icon

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

Catalyst 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
2023
Q1 		$1.19M Buy
3,444
+174
+5% +$61.2K 1.11% 36
2022
Q4 		$1.1M Buy
+3,270
New +$1.08M 1.03% 37

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $484B AUM 34.9% 1-Year Est. Return

Catalyst Wealth Management's SPGI Position: Q1 2023 in Review

Catalyst Wealth Management increased its S&P Global (SPGI) stake by 5.3% in Q1 2023, buying an estimated $61.2K and bringing the position to 3,444 shares worth $1.19M. The position accounts for 1.11% of the portfolio, ranked #36.

Catalyst Wealth Management first reported a position in SPGI in Q4 2022 and has held it in 2 quarters since. 1,596 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

  • Catalyst Wealth Management held 3,444 shares of S&P Global worth $1.19M as of Q1 2023.
  • Catalyst Wealth Management bought 174 S&P Global shares in Q1 2023, an estimated $61.2K.
  • S&P Global made up 1.11% of Catalyst Wealth Management's portfolio in Q1 2023, its #36 holding.
  • Catalyst Wealth Management first reported a position in S&P Global in Q4 2022 and has held it in 2 quarters since.
  • 1,596 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.