Freedom Wealth Alliance’s S&P Global SPGI Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-3	Closed	-$1K	–	393
2022 Q4	$1K	Buy	+3	New	+$989	﹤0.01%	417

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Freedom Wealth Alliance's SPGI Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of S&P Global (SPGI) in Q1 2023, closing a stake of 3 shares — an estimated $1K sold.

Freedom Wealth Alliance first reported a position in SPGI in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 1,595 funds tracked by Wall St. Rank hold SPGI as of Q1 2023.

Freedom Wealth Alliance reported no remaining S&P Global position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 3 S&P Global shares in Q1 2023, an estimated $1K.
Freedom Wealth Alliance first reported a position in S&P Global in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's S&P Global position peaked at $1K in Q4 2022.
1,595 funds tracked by Wall St. Rank held S&P Global as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.