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Insight Wealth Strategies’s S&P Global SPGI Stock Holding History

Insight Wealth Strategies’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
2023
Q2 		– Sell
-5,400
Closed -$1.86M – 141
2023
Q1 		$1.86M Sell
5,400
-136
-2% -$47.9K 0.37% 44
2022
Q4 		$1.85M Buy
5,536
+98
+2% +$32.3K 0.36% 43
2022
Q3 		$1.83M Hold
5,438
– – 0.34% 40
2022
Q2 		$1.83M Sell
5,438
-170
-3% -$60.6K 0.34% 40
2022
Q1 		$2.3M Buy
5,608
+219
+4% +$89.2K 0.34% 41
2021
Q4 		$2.54M Buy
5,389
+43
+0.8% +$19.7K 0.36% 36
2021
Q3 		$2.27M Buy
5,346
+32
+0.6% +$13.9K 0.32% 42
2021
Q2 		$2.18M Sell
5,314
-982
-16% -$377K 0.31% 36
2021
Q1 		$2.22M Buy
6,296
+1,222
+24% +$407K 0.3% 46
2020
Q4 		$1.67M Buy
5,074
+342
+7% +$115K 0.28% 48
2020
Q3 		$1.71M Buy
4,732
+1,511
+47% +$533K 0.32% 36
2020
Q2 		$1.06M Buy
3,221
+605
+23% +$182K 0.24% 43
2020
Q1 		$641K Sell
2,616
-4,685
-64% -$1.29M 0.17% 58
2019
Q4 		$1.99M Buy
7,301
+387
+6% +$101K 0.42% 47
2019
Q3 		$1.69M Buy
6,914
+856
+14% +$214K 0.4% 50
2019
Q2 		$1.38M Buy
6,058
+1,623
+37% +$355K 0.34% 53
2019
Q1 		$934K Buy
4,435
+260
+6% +$50.4K 0.26% 65
2018
Q4 		$710K Buy
+4,175
New +$748K 0.22% 66

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Insight Wealth Strategies's SPGI Position: Q2 2023 in Review

Insight Wealth Strategies sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 5,400 shares — an estimated $1.86M sold.

Insight Wealth Strategies first reported a position in SPGI in Q4 2018 and held it in 18 quarters. The position peaked at $2.54M in Q4 2021. 1,622 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • Insight Wealth Strategies reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
  • Insight Wealth Strategies sold 5,400 S&P Global shares in Q2 2023, an estimated $1.86M.
  • Insight Wealth Strategies first reported a position in S&P Global in Q4 2018 and held it in 18 quarters.
  • Insight Wealth Strategies's S&P Global position peaked at $2.54M in Q4 2021.
  • 1,622 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Insight Wealth Strategies's 13F filing for Q2 2023, filed 14 Jul 2023.