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

RGT 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
2022
Q1 		– Sell
-749
Closed -$353K – 305
2021
Q4 		$353K Buy
749
+27
+4% +$12.4K 0.05% 68
2021
Q3 		$307K Sell
722
-50
-6% -$21.7K 0.06% 39
2021
Q2 		$317K Sell
772
-15
-2% -$5.76K 0.06% 37
2021
Q1 		$278K Buy
787
+8
+1% +$2.66K 0.05% 44
2020
Q4 		$256K Buy
+779
New +$263K 0.05% 56

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RGT Wealth Advisors's SPGI Position: Q1 2022 in Review

RGT Wealth Advisors sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 749 shares — an estimated $353K sold.

RGT Wealth Advisors first reported a position in SPGI in Q4 2020 and held it in 5 quarters. The position peaked at $353K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • RGT Wealth Advisors reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 749 S&P Global shares in Q1 2022, an estimated $353K.
  • RGT Wealth Advisors first reported a position in S&P Global in Q4 2020 and held it in 5 quarters.
  • RGT Wealth Advisors's S&P Global position peaked at $353K in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.