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

IVC 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 Q4	–	Sell	-582	Closed	-$301K	–	165
2024 Q3	$301K	Hold	582	–	–	0.16%	123
2024 Q2	$260K	Buy	582 +15	+3%	+$6.43K	0.15%	137
2024 Q1	$241K	Hold	567	–	–	0.14%	145
2023 Q4	$250K	Buy	567 +18	+3%	+$7.1K	0.16%	130
2023 Q3	$201K	Hold	549	–	–	0.13%	142
2023 Q2	$220K	Buy	+549	New	+$201K	0.14%	133
2022 Q3	–	Sell	-599	Closed	-$202K	–	145
2022 Q2	$202K	Buy	599 +48	+9%	+$17.1K	0.16%	138
2022 Q1	$226K	Buy	551 +2	+0.4%	+$815	0.15%	137
2021 Q4	$259K	Hold	549	–	–	0.17%	118
2021 Q3	$233K	Hold	549	–	–	0.16%	119
2021 Q2	$225K	Buy	+549	New	+$211K	0.16%	121

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IVC Wealth Advisors's SPGI Position: Q4 2024 in Review

IVC Wealth Advisors sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 582 shares — an estimated $301K sold.

IVC Wealth Advisors first reported a position in SPGI in Q2 2021 and held it in 11 quarters. The position peaked at $301K in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

IVC Wealth Advisors reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
IVC Wealth Advisors sold 582 S&P Global shares in Q4 2024, an estimated $301K.
IVC Wealth Advisors first reported a position in S&P Global in Q2 2021 and held it in 11 quarters.
IVC Wealth Advisors's S&P Global position peaked at $301K in Q3 2024.
2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.