Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s S&P Global SPGI Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-4
Closed -$1.46K – 441
2023
Q3 		$1.46K Buy
+4
New +$1.57K ﹤0.01% 488

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Legacy Financial Group (Iowa)'s SPGI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 4 shares — an estimated $1.46K sold.

Legacy Financial Group (Iowa) first reported a position in SPGI in Q3 2023 and held it in 1 quarter. The position peaked at $1.46K in Q3 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 4 S&P Global shares in Q4 2023, an estimated $1.46K.
  • Legacy Financial Group (Iowa) first reported a position in S&P Global in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s S&P Global position peaked at $1.46K in Q3 2023.
  • 1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.