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IBEX Wealth Advisors’s S&P Global SPGI Stock Holding History

IBEX Wealth 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
2024
Q3 		– Sell
-4,690
Closed -$2.09M – 247
2024
Q2 		$2.09M Buy
+4,690
New +$2.01M 0.33% 69
2019
Q3 		– Sell
-233
Closed -$53K – 346
2019
Q2 		$53K Buy
+233
New +$50.9K 0.02% 221

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 $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IBEX Wealth Advisors's SPGI Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 4,690 shares — an estimated $2.09M sold.

IBEX Wealth Advisors first reported a position in SPGI in Q2 2019 and held it in 2 quarters. The position peaked at $2.09M in Q2 2024. 1,933 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 4,690 S&P Global shares in Q3 2024, an estimated $2.09M.
  • IBEX Wealth Advisors first reported a position in S&P Global in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's S&P Global position peaked at $2.09M in Q2 2024.
  • 1,933 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.