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

Drive 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
Q3 		– Sell
-1,042
Closed -$465K – 358
2024
Q2 		$465K Buy
1,042
+29
+3% +$12.4K 0.13% 141
2024
Q1 		$431K Buy
1,013
+15
+2% +$6.5K 0.12% 155
2023
Q4 		$439K Buy
998
+46
+5% +$18.2K 0.14% 134
2023
Q3 		$348K Buy
952
+96
+11% +$37.7K 0.13% 152
2023
Q2 		$343K Buy
856
+89
+12% +$32.5K 0.13% 152
2023
Q1 		$264K Buy
767
+111
+17% +$39.1K 0.11% 199
2022
Q4 		$220K Buy
+656
New +$216K 0.11% 201

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Drive Wealth Management's SPGI Position: Q3 2024 in Review

Drive Wealth Management sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 1,042 shares — an estimated $465K sold.

Drive Wealth Management first reported a position in SPGI in Q4 2022 and held it in 7 quarters. The position peaked at $465K in Q2 2024. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • Drive Wealth Management reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • Drive Wealth Management sold 1,042 S&P Global shares in Q3 2024, an estimated $465K.
  • Drive Wealth Management first reported a position in S&P Global in Q4 2022 and held it in 7 quarters.
  • Drive Wealth Management's S&P Global position peaked at $465K in Q2 2024.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.