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

Pacific Capital 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
-53
Closed -$27.4K – 474
2024
Q3 		$27.4K Sell
53
-23
-30% -$11.4K ﹤0.01% 203
2024
Q2 		$33.9K Buy
+76
New +$32.6K 0.01% 189

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pacific Capital Wealth Advisors's SPGI Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 53 shares — an estimated $27.4K sold.

Pacific Capital Wealth Advisors first reported a position in SPGI in Q2 2024 and held it in 2 quarters. The position peaked at $33.9K in Q2 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 53 S&P Global shares in Q4 2024, an estimated $27.4K.
  • Pacific Capital Wealth Advisors first reported a position in S&P Global in Q2 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's S&P Global position peaked at $33.9K in Q2 2024.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.