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

Selective 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
Q4 		– Sell
-7
Closed -$2K – 638
2022
Q3 		$2K Hold
7
– – ﹤0.01% 688
2022
Q2 		$2K Hold
7
– – ﹤0.01% 704
2022
Q1 		$3K Buy
+7
New +$2.85K ﹤0.01% 646

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's SPGI Position: Q4 2022 in Review

Selective Wealth Management sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 7 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in SPGI in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2022. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • Selective Wealth Management reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 7 S&P Global shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in S&P Global in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's S&P Global position peaked at $3K in Q1 2022.
  • 1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.