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

Rockwood 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
2022
Q1 		– Sell
-505
Closed -$238K – 116
2021
Q4 		$238K Buy
+505
New +$231K 0.11% 107

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

Rockwood Wealth Management's SPGI Position: Q1 2022 in Review

Rockwood Wealth Management sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 505 shares — an estimated $238K sold.

Rockwood Wealth Management first reported a position in SPGI in Q4 2021 and held it in 1 quarter. The position peaked at $238K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Rockwood Wealth Management reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 505 S&P Global shares in Q1 2022, an estimated $238K.
  • Rockwood Wealth Management first reported a position in S&P Global in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's S&P Global position peaked at $238K in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.