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Fortis Advisors’s S&P Global SPGI Stock Holding History

Fortis 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
2023
Q2 		– Sell
-25
Closed -$8.62K – 226
2023
Q1 		$8.62K Hold
25
– – 0.01% 209
2022
Q4 		$8.37K Hold
25
– – 0.01% 212
2022
Q3 		$8K Hold
25
– – 0.01% 209
2022
Q2 		$8K Hold
25
– – 0.01% 226
2022
Q1 		$10K Hold
25
– – 0.01% 236
2021
Q4 		$12K Hold
25
– – 0.01% 214
2021
Q3 		$11K Hold
25
– – 0.01% 220
2021
Q2 		$10K Hold
25
– – 0.01% 226
2021
Q1 		$9K Hold
25
– – 0.01% 197
2020
Q4 		$8K Buy
+25
New +$8.43K 0.01% 152
2020
Q2 		– Sell
-727
Closed -$178K – 304
2020
Q1 		$178K Buy
727
+33
+5% +$9.05K 0.12% 89
2019
Q4 		$189K Buy
+694
New +$180K 0.11% 131

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fortis Advisors's SPGI Position: Q2 2023 in Review

Fortis Advisors sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 25 shares — an estimated $8.62K sold.

Fortis Advisors first reported a position in SPGI in Q4 2019 and held it in 12 quarters. The position peaked at $189K in Q4 2019. 1,620 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • Fortis Advisors reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 25 S&P Global shares in Q2 2023, an estimated $8.62K.
  • Fortis Advisors first reported a position in S&P Global in Q4 2019 and held it in 12 quarters.
  • Fortis Advisors's S&P Global position peaked at $189K in Q4 2019.
  • 1,620 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.