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

Global Wealth Management Investment Advisory’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
-8
Closed -$3.52K – 389
2023
Q4 		$3.52K Buy
+8
New +$3.16K ﹤0.01% 358
2019
Q4 		– Sell
-3
Closed -$1K – 710
2019
Q3 		$1K Hold
3
– – ﹤0.01% 603
2019
Q2 		$1K Hold
3
– – ﹤0.01% 658
2019
Q1 		$1K Hold
3
– – ﹤0.01% 646
2018
Q4 		$1K Buy
+3
New +$537 ﹤0.01% 669

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Wealth Management Investment Advisory's SPGI Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 8 shares — an estimated $3.52K sold.

Global Wealth Management Investment Advisory first reported a position in SPGI in Q4 2018 and held it in 5 quarters. The position peaked at $3.52K in Q4 2023. 1,836 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 8 S&P Global shares in Q1 2024, an estimated $3.52K.
  • Global Wealth Management Investment Advisory first reported a position in S&P Global in Q4 2018 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's S&P Global position peaked at $3.52K in Q4 2023.
  • 1,836 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.