CFM Wealth Partners’s S&P Global SPGI Stock Holding History

CFM Wealth Partners’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 Q2	–	Sell	-659	Closed	-$270K	–	181
2022 Q1	$270K	Buy	+659	New	+$268K	0.06%	156

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CFM Wealth Partners's SPGI Position: Q2 2022 in Review

CFM Wealth Partners sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 659 shares — an estimated $270K sold.

CFM Wealth Partners first reported a position in SPGI in Q1 2022 and held it in 1 quarter. The position peaked at $270K in Q1 2022. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

CFM Wealth Partners reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
CFM Wealth Partners sold 659 S&P Global shares in Q2 2022, an estimated $270K.
CFM Wealth Partners first reported a position in S&P Global in Q1 2022 and held it in 1 quarter.
CFM Wealth Partners's S&P Global position peaked at $270K in Q1 2022.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.