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Pinnacle Family Advisors’s S&P Global SPGI Stock Holding History

Pinnacle Family 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
2021
Q1 		– Sell
-683
Closed -$225K – 148
2020
Q4 		$225K Hold
683
– – 0.14% 116
2020
Q3 		$246K Buy
+683
New +$241K 0.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Family Advisors's SPGI Position: Q1 2021 in Review

Pinnacle Family Advisors sold out of S&P Global (SPGI) in Q1 2021, closing a stake of 683 shares — an estimated $225K sold.

Pinnacle Family Advisors first reported a position in SPGI in Q3 2020 and held it in 2 quarters. The position peaked at $246K in Q3 2020. 1,297 funds tracked by Wall St. Rank hold SPGI as of Q1 2021.

  • Pinnacle Family Advisors reported no remaining S&P Global position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 683 S&P Global shares in Q1 2021, an estimated $225K.
  • Pinnacle Family Advisors first reported a position in S&P Global in Q3 2020 and held it in 2 quarters.
  • Pinnacle Family Advisors's S&P Global position peaked at $246K in Q3 2020.
  • 1,297 funds tracked by Wall St. Rank held S&P Global as of Q1 2021.

Based on Pinnacle Family Advisors's 13F filing for Q1 2021, filed 14 May 2021.