Delap Wealth Advisory’s S&P Global SPGI Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-483	Closed	-$205K	–	263
2024 Q1	$205K	Buy	+483	New	+$209K	0.08%	240

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delap Wealth Advisory's SPGI Position: Q2 2024 in Review

Delap Wealth Advisory sold out of S&P Global (SPGI) in Q2 2024, closing a stake of 483 shares — an estimated $205K sold.

Delap Wealth Advisory first reported a position in SPGI in Q1 2024 and held it in 1 quarter. The position peaked at $205K in Q1 2024. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

Delap Wealth Advisory reported no remaining S&P Global position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 483 S&P Global shares in Q2 2024, an estimated $205K.
Delap Wealth Advisory first reported a position in S&P Global in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's S&P Global position peaked at $205K in Q1 2024.
1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.