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

Frontier 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
2022 Q2	$7.74M	Buy	22,968 +4,502	+24%	+$1.6M	0.56%	48
2022 Q1	$7.34M	Buy	18,466 +9,361	+103%	+$3.81M	0.09%	42
2021 Q4	$4.3M	Hold	9,105	–	–	0.28%	76
2021 Q3	$3.87M	Buy	9,105 +4	+0%	+$1.73K	0.27%	76
2021 Q2	$3.74M	Hold	9,101	–	–	0.26%	79
2021 Q1	$3.21M	Sell	9,101 -50	-0.5%	-$16.6K	0.25%	85
2020 Q4	$3.01M	Buy	9,151 +2,053	+29%	+$693K	0.25%	78
2020 Q3	$2.56M	Sell	7,098 -1,843	-21%	-$650K	0.23%	85
2020 Q2	$2.95M	Sell	8,941 -5,944	-40%	-$1.79M	0.27%	70
2020 Q1	$3.65M	Buy	14,885 +8,956	+151%	+$2.46M	0.6%	48
2019 Q4	$1.62M	Buy	5,929 +550	+10%	+$143K	0.26%	88
2019 Q3	$1.32M	Buy	5,379 +1,500	+39%	+$375K	0.19%	110
2019 Q2	$884K	Hold	3,879	–	–	0.13%	129
2019 Q1	$817K	Buy	3,879 +1,510	+64%	+$292K	0.11%	164
2018 Q4	$403K	Buy	2,369 +819	+53%	+$147K	0.06%	230
2018 Q3	$303K	Hold	1,550	–	–	0.03%	303
2018 Q2	$316K	Hold	1,550	–	–	0.05%	283
2018 Q1	$296K	Buy	+1,550	New	+$286K	0.04%	307
2016 Q4	–	Sell	-2,056	Closed	-$260K	–	411
2016 Q3	$260K	Buy	+2,056	New	+$247K	0.04%	305

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Frontier Wealth Management's SPGI Position: Q2 2022 in Review

Frontier Wealth Management increased its S&P Global (SPGI) stake by 24% in Q2 2022, buying an estimated $1.6M and bringing the position to 22,968 shares worth $7.74M. The position accounts for 0.56% of the portfolio, ranked #48.

Frontier Wealth Management first reported a position in SPGI in Q3 2016 and has held it in 19 quarters since. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

Frontier Wealth Management held 22,968 shares of S&P Global worth $7.74M as of Q2 2022.
Frontier Wealth Management bought 4,502 S&P Global shares in Q2 2022, an estimated $1.6M.
S&P Global made up 0.56% of Frontier Wealth Management's portfolio in Q2 2022, its #48 holding.
Frontier Wealth Management first reported a position in S&P Global in Q3 2016 and has held it in 19 quarters since.
1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.