Point View Wealth Management’s S&P Global SPGI Stock Holding History

Point View Wealth Management’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
2020 Q4	$506K	Hold	1,540	–	–	0.21%	157
2020 Q3	$555K	Hold	1,540	–	–	0.26%	126
2020 Q2	$507K	Hold	1,540	–	–	0.24%	137
2020 Q1	$377K	Hold	1,540	–	–	0.21%	149
2019 Q4	$420K	Hold	1,540	–	–	0.17%	171
2019 Q3	$377K	Hold	1,540	–	–	0.17%	171
2019 Q2	$351K	Sell	1,540 -25	-2%	-$5.46K	0.15%	180
2019 Q1	$330K	Buy	1,565 +45	+3%	+$8.71K	0.15%	182
2018 Q4	$258K	Hold	1,520	–	–	0.13%	197
2018 Q3	$297K	Hold	1,520	–	–	0.13%	198
2018 Q2	$310K	Hold	1,520	–	–	0.14%	189
2018 Q1	$290K	Hold	1,520	–	–	0.14%	189
2017 Q4	$257K	Hold	1,520	–	–	0.12%	200
2017 Q3	$238K	Hold	1,520	–	–	0.11%	205
2017 Q2	$222K	Buy	+1,520	New	+$211K	0.11%	212
2016 Q4	–	Sell	-1,733	Closed	-$219K	–	251
2016 Q3	$219K	Buy	+1,733	New	+$208K	0.13%	193

Other funds holding SPGI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Point View Wealth Management's SPGI Position: Q4 2020 in Review

Point View Wealth Management held its S&P Global (SPGI) position steady in Q4 2020 at 1,540 shares worth $506K. The position accounts for 0.21% of the portfolio, ranked #157.

Point View Wealth Management first reported a position in SPGI in Q3 2016 and has held it in 16 quarters since. The position peaked at $555K in Q3 2020. 1,274 funds tracked by Wall St. Rank hold SPGI as of Q4 2020.

Point View Wealth Management held 1,540 shares of S&P Global worth $506K as of Q4 2020.
Point View Wealth Management left its S&P Global share count unchanged in Q4 2020.
S&P Global made up 0.21% of Point View Wealth Management's portfolio in Q4 2020, its #157 holding.
Point View Wealth Management first reported a position in S&P Global in Q3 2016 and has held it in 16 quarters since.
Point View Wealth Management's S&P Global position peaked at $555K in Q3 2020.
1,274 funds tracked by Wall St. Rank held S&P Global as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.