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Intelligent Financial Strategies’s S&P Global SPGI Stock Holding History

Intelligent Financial 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
2022
Q2 		– Sell
-164
Closed -$67K – 114
2022
Q1 		$67K Buy
164
+20
+14% +$8.15K 0.07% 62
2021
Q4 		$68K Buy
+144
New +$65.9K 0.06% 65

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Intelligent Financial Strategies's SPGI Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 164 shares — an estimated $67K sold.

Intelligent Financial Strategies first reported a position in SPGI in Q4 2021 and held it in 2 quarters. The position peaked at $68K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 164 S&P Global shares in Q2 2022, an estimated $67K.
  • Intelligent Financial Strategies first reported a position in S&P Global in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's S&P Global position peaked at $68K in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.