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Seven Springs Wealth Group’s S&P Global SPGI Stock Holding History

Seven Springs Wealth Group’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
2021
Q4 		– Sell
-673
Closed -$286K – 79
2021
Q3 		$286K Hold
673
– – 0.14% 59
2021
Q2 		$276K Buy
673
+614
+1,041% +$236K 0.12% 68
2021
Q1 		$21K Sell
59
-12
-17% -$3.99K 0.01% 103
2020
Q4 		$23K Buy
71
+12
+20% +$4.05K 0.01% 97
2020
Q3 		$21K Hold
59
– – 0.01% 96
2020
Q2 		$19K Hold
59
– – 0.01% 94
2020
Q1 		$14K Hold
59
– – 0.01% 104
2019
Q4 		$16K Buy
+59
New +$15.3K 0.01% 140

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Seven Springs Wealth Group's SPGI Position: Q4 2021 in Review

Seven Springs Wealth Group sold out of S&P Global (SPGI) in Q4 2021, closing a stake of 673 shares — an estimated $286K sold.

Seven Springs Wealth Group first reported a position in SPGI in Q4 2019 and held it in 8 quarters. The position peaked at $286K in Q3 2021. 1,538 funds tracked by Wall St. Rank hold SPGI as of Q4 2021.

  • Seven Springs Wealth Group reported no remaining S&P Global position as of Q4 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 673 S&P Global shares in Q4 2021, an estimated $286K.
  • Seven Springs Wealth Group first reported a position in S&P Global in Q4 2019 and held it in 8 quarters.
  • Seven Springs Wealth Group's S&P Global position peaked at $286K in Q3 2021.
  • 1,538 funds tracked by Wall St. Rank held S&P Global as of Q4 2021.

Based on Seven Springs Wealth Group's 13F filing for Q4 2021, filed 4 Feb 2022.