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First Capital Advisors Group’s S&P Global SPGI Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$202K Buy
+504
New +$184K 0.11% 140
2018
Q2 		– Sell
-142
Closed -$27K – 674
2018
Q1 		$27K Buy
+142
New +$26.2K 0.02% 377

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Capital Advisors Group's SPGI Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in S&P Global (SPGI) in Q2 2023: 504 shares worth $202K. The stake represents 0.11% of the portfolio and ranks #140 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in SPGI as recently as Q1 2018.

First Capital Advisors Group first reported a position in SPGI in Q1 2018 and has held it in 2 quarters since. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • First Capital Advisors Group held 504 shares of S&P Global worth $202K as of Q2 2023.
  • S&P Global was a new First Capital Advisors Group position in Q2 2023.
  • S&P Global made up 0.11% of First Capital Advisors Group's portfolio in Q2 2023, its #140 holding.
  • First Capital Advisors Group first reported a position in S&P Global in Q1 2018 and has held it in 2 quarters since.
  • 1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.