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

Filbrandt 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
2021
Q3 		$0 Buy
+1
New +$433 ﹤0.01% 253
2020
Q3 		– Sell
-12
Closed -$4K – 318
2020
Q2 		$4K Buy
+12
New +$3.61K ﹤0.01% 284

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Filbrandt Wealth Management's SPGI Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in S&P Global (SPGI) in Q3 2021: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #253 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in SPGI as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 2 quarters since. The position peaked at $4K in Q2 2020. 1,412 funds tracked by Wall St. Rank hold SPGI as of Q3 2021.

  • Filbrandt Wealth Management held 1 share of S&P Global worth $0 as of Q3 2021.
  • S&P Global was a new Filbrandt Wealth Management position in Q3 2021.
  • S&P Global made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #253 holding.
  • Filbrandt Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 2 quarters since.
  • Filbrandt Wealth Management's S&P Global position peaked at $4K in Q2 2020.
  • 1,412 funds tracked by Wall St. Rank held S&P Global as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.