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

DB Wealth Management Group’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 Q4	$3.96K	Hold	9	–	–	﹤0.01%	322
2023 Q3	$3.29K	Hold	9	–	–	﹤0.01%	323
2023 Q2	$3.61K	Hold	9	–	–	﹤0.01%	321
2023 Q1	$3.1K	Hold	9	–	–	﹤0.01%	324
2022 Q4	$3.01K	Buy	+9	New	+$2.97K	﹤0.01%	320
2022 Q1	–	Sell	-9	Closed	-$4K	–	381
2021 Q4	$4K	Hold	9	–	–	﹤0.01%	317
2021 Q3	$4K	Hold	9	–	–	﹤0.01%	304
2021 Q2	$4K	Hold	9	–	–	﹤0.01%	306
2021 Q1	$3K	Hold	9	–	–	﹤0.01%	334
2020 Q4	$3K	Buy	+9	New	+$3.04K	﹤0.01%	330

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

DB Wealth Management Group's SPGI Position: Q4 2023 in Review

DB Wealth Management Group held its S&P Global (SPGI) position steady in Q4 2023 at 9 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

DB Wealth Management Group first reported a position in SPGI in Q4 2020 and has held it in 10 quarters since. The position peaked at $4K in Q4 2021. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

DB Wealth Management Group held 9 shares of S&P Global worth $3.96K as of Q4 2023.
DB Wealth Management Group left its S&P Global share count unchanged in Q4 2023.
S&P Global made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #322 holding.
DB Wealth Management Group first reported a position in S&P Global in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's S&P Global position peaked at $4K in Q4 2021.
1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.