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Garrett Wealth Advisory Group’s S&P Global SPGI Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-25
Closed -$6.13K – 549
2019
Q3 		$6.13K Buy
+25
New +$6.25K ﹤0.01% 334

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garrett Wealth Advisory Group's SPGI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of S&P Global (SPGI) in Q4 2019, closing a stake of 25 shares — an estimated $6.13K sold.

Garrett Wealth Advisory Group first reported a position in SPGI in Q3 2019 and held it in 1 quarter. The position peaked at $6.13K in Q3 2019. 1,109 funds tracked by Wall St. Rank hold SPGI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining S&P Global position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 25 S&P Global shares in Q4 2019, an estimated $6.13K.
  • Garrett Wealth Advisory Group first reported a position in S&P Global in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's S&P Global position peaked at $6.13K in Q3 2019.
  • 1,109 funds tracked by Wall St. Rank held S&P Global as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.