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Evolution Wealth Advisors’s S&P Global SPGI Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-53
Closed -$23K – 552
2021
Q3 		$23K Hold
53
– – ﹤0.01% 300
2021
Q2 		$22K Hold
53
– – ﹤0.01% 293
2021
Q1 		$19K Sell
53
-39
-42% -$13K ﹤0.01% 306
2020
Q4 		$30K Buy
92
+39
+74% +$13.2K 0.01% 222
2020
Q3 		$19K Hold
53
– – 0.01% 274
2020
Q2 		$17K Buy
+53
New +$15.9K 0.01% 225
2020
Q1 		– Sell
-165
Closed -$45K – 605
2019
Q4 		$45K Buy
165
+134
+432% +$34.8K 0.01% 159
2019
Q3 		$8K Hold
31
– – ﹤0.01% 216
2019
Q2 		$7K Buy
+31
New +$6.77K ﹤0.01% 218

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolution Wealth Advisors's SPGI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 53 shares — an estimated $23K sold.

Evolution Wealth Advisors first reported a position in SPGI in Q2 2019 and held it in 9 quarters. The position peaked at $45K in Q4 2019. 1,538 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 53 S&P Global shares in Q4 2021, an estimated $23K.
  • Evolution Wealth Advisors first reported a position in S&P Global in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's S&P Global position peaked at $45K in Q4 2019.
  • 1,538 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.