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

Curi 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
2024
Q1 		– Sell
-792
Closed -$349K – 131
2023
Q4 		$349K Sell
792
-4
-0.5% -$1.58K 0.05% 109
2023
Q3 		$291K Sell
796
-20
-2% -$7.86K 0.04% 116
2023
Q2 		$327K Hold
816
– – 0.04% 120
2023
Q1 		$281K Buy
816
+17
+2% +$5.98K 0.04% 130
2022
Q4 		$268K Hold
799
– – 0.04% 159
2022
Q3 		$244K Sell
799
-506
-39% -$181K 0.04% 150
2022
Q2 		$440K Buy
1,305
+21
+2% +$7.49K 0.08% 69
2022
Q1 		$526K Buy
1,284
+1,276
+15,950% +$520K 0.09% 60
2021
Q4 		$3K Buy
+8
New +$3.66K ﹤0.01% 403
2021
Q1 		– Sell
-8
Closed -$2K – 425
2020
Q4 		$2K Buy
+8
New +$2.7K ﹤0.01% 342

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

Curi Wealth Management's SPGI Position: Q1 2024 in Review

Curi Wealth Management sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 792 shares — an estimated $349K sold.

Curi Wealth Management first reported a position in SPGI in Q4 2020 and held it in 10 quarters. The position peaked at $526K in Q1 2022. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Curi Wealth Management reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 792 S&P Global shares in Q1 2024, an estimated $349K.
  • Curi Wealth Management first reported a position in S&P Global in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's S&P Global position peaked at $526K in Q1 2022.
  • 1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.