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

ICA Group 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
2024
Q2 		– Sell
-6
Closed -$2.55K – 1248
2024
Q1 		$2.55K Hold
6
– – ﹤0.01% 1147
2023
Q4 		$2.64K Buy
+6
New +$2.37K ﹤0.01% 1139
2023
Q3 		– Sell
-6
Closed -$2.4K – 1073
2023
Q2 		$2.4K Hold
6
– – ﹤0.01% 1109
2023
Q1 		$2.07K Hold
6
– – ﹤0.01% 1079
2022
Q4 		$2.01K Buy
+6
New +$1.98K ﹤0.01% 1105

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's SPGI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of S&P Global (SPGI) in Q2 2024, closing a stake of 6 shares — an estimated $2.55K sold.

ICA Group Wealth Management first reported a position in SPGI in Q4 2022 and held it in 5 quarters. The position peaked at $2.64K in Q4 2023. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • ICA Group Wealth Management reported no remaining S&P Global position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 6 S&P Global shares in Q2 2024, an estimated $2.55K.
  • ICA Group Wealth Management first reported a position in S&P Global in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's S&P Global position peaked at $2.64K in Q4 2023.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.