Register Financial Advisors’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2	Closed	-$733	–	568
2023 Q3	$733	Buy	+2	New	+$786	﹤0.01%	561

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Register Financial Advisors's SPGI Position: Q4 2023 in Review

Register Financial Advisors sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 2 shares — an estimated $733 sold.

Register Financial Advisors first reported a position in SPGI in Q3 2023 and held it in 1 quarter. The position peaked at $733 in Q3 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

Register Financial Advisors reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
Register Financial Advisors sold 2 S&P Global shares in Q4 2023, an estimated $733.
Register Financial Advisors first reported a position in S&P Global in Q3 2023 and held it in 1 quarter.
Register Financial Advisors's S&P Global position peaked at $733 in Q3 2023.
1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on Register Financial Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.