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Financial Architects (New Jersey)’s S&P Global SPGI Stock Holding History

Financial Architects (New Jersey)’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
2020
Q1 		– Sell
-7
Closed -$2K – 917
2019
Q4 		$2K Hold
7
– – ﹤0.01% 849
2019
Q3 		$2K Hold
7
– – ﹤0.01% 921
2019
Q2 		$2K Sell
7
-421
-98% -$92K ﹤0.01% 1101
2019
Q1 		$90K Sell
428
-8
-2% -$1.55K 0.02% 488
2018
Q4 		$74K Sell
436
-58
-12% -$10.4K 0.01% 471
2018
Q3 		$96K Sell
494
-10
-2% -$2.06K 0.02% 477
2018
Q2 		$102K Sell
504
-11
-2% -$2.17K 0.02% 402
2018
Q1 		$98K Sell
515
-14
-3% -$2.58K 0.02% 458
2017
Q4 		$89K Buy
529
+504
+2,016% +$82.3K 0.01% 521
2017
Q3 		$4K Hold
25
– – ﹤0.01% 1324
2017
Q2 		$4K Hold
25
– – ﹤0.01% 1352
2017
Q1 		$3K Sell
25
-12
-32% -$1.49K ﹤0.01% 1397
2016
Q4 		$4K Sell
37
-56
-60% -$6.69K ﹤0.01% 1198
2016
Q3 		$12K Sell
93
-138
-60% -$16.6K ﹤0.01% 962
2016
Q2 		$25K Buy
+231
New +$24.8K 0.01% 726

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Architects (New Jersey)'s SPGI Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of S&P Global (SPGI) in Q1 2020, closing a stake of 7 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in SPGI in Q2 2016 and held it in 15 quarters. The position peaked at $102K in Q2 2018. 1,116 funds tracked by Wall St. Rank hold SPGI as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining S&P Global position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 7 S&P Global shares in Q1 2020, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in S&P Global in Q2 2016 and held it in 15 quarters.
  • Financial Architects (New Jersey)'s S&P Global position peaked at $102K in Q2 2018.
  • 1,116 funds tracked by Wall St. Rank held S&P Global as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.