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

Financial Synergies 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
2024 Q2	–	Sell	-5	Closed	-$2.13K	–	412
2024 Q1	$2.13K	Sell	5 -1	-17%	-$433	﹤0.01%	322
2023 Q4	$2.01K	Buy	6 +1	+20%	+$395	﹤0.01%	246
2023 Q3	$1.83K	Hold	5	–	–	﹤0.01%	306
2023 Q2	$2K	Sell	5 -1	-17%	-$365	﹤0.01%	295
2023 Q1	$2.07K	Hold	6	–	–	﹤0.01%	299
2022 Q4	$2.01K	Hold	6	–	–	﹤0.01%	246
2022 Q3	$1.83K	Hold	6	–	–	﹤0.01%	228
2022 Q2	$2.02K	Buy	+6	New	+$2.14K	﹤0.01%	234

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

Financial Synergies Wealth Advisors's SPGI Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of S&P Global (SPGI) in Q2 2024, closing a stake of 5 shares — an estimated $2.13K sold.

Financial Synergies Wealth Advisors first reported a position in SPGI in Q2 2022 and held it in 8 quarters. The position peaked at $2.13K in Q1 2024. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining S&P Global position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 5 S&P Global shares in Q2 2024, an estimated $2.13K.
Financial Synergies Wealth Advisors first reported a position in S&P Global in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's S&P Global position peaked at $2.13K in Q1 2024.
1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.