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

Focused 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
2024
Q1 		– Sell
-203
Closed -$89.4K – 855
2023
Q4 		$89.4K Hold
203
– – 0.01% 216
2023
Q3 		$74.2K Hold
203
– – 0.01% 241
2023
Q2 		$81.4K Hold
203
– – 0.01% 234
2023
Q1 		$70K Hold
203
– – 0.01% 255
2022
Q4 		$68K Hold
203
– – 0.01% 264
2022
Q3 		$62K Hold
203
– – 0.01% 246
2022
Q2 		$68K Hold
203
– – 0.01% 246
2022
Q1 		$83K Buy
203
+3
+2% +$1.22K 0.01% 235
2021
Q4 		$94K Hold
200
– – 0.01% 288
2021
Q3 		$85K Hold
200
– – 0.01% 316
2021
Q2 		$82K Buy
+200
New +$76.9K 0.01% 320

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focused Wealth Management's SPGI Position: Q1 2024 in Review

Focused Wealth Management sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 203 shares — an estimated $89.4K sold.

Focused Wealth Management first reported a position in SPGI in Q2 2021 and held it in 11 quarters. The position peaked at $94K in Q4 2021. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Focused Wealth Management reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 203 S&P Global shares in Q1 2024, an estimated $89.4K.
  • Focused Wealth Management first reported a position in S&P Global in Q2 2021 and held it in 11 quarters.
  • Focused Wealth Management's S&P Global position peaked at $94K in Q4 2021.
  • 1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.