RVW Wealth’s S&P Global SPGI Stock Holding History

RVW Wealth’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
2023 Q4	–	Sell	-32	Closed	-$11.7K	–	331
2023 Q3	$11.7K	Buy	+32	New	+$12.6K	﹤0.01%	363

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

RVW Wealth's SPGI Position: Q4 2023 in Review

RVW Wealth sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 32 shares — an estimated $11.7K sold.

RVW Wealth first reported a position in SPGI in Q3 2023 and held it in 1 quarter. The position peaked at $11.7K in Q3 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

RVW Wealth reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 32 S&P Global shares in Q4 2023, an estimated $11.7K.
RVW Wealth first reported a position in S&P Global in Q3 2023 and held it in 1 quarter.
RVW Wealth's S&P Global position peaked at $11.7K in Q3 2023.
1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.