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

Summit 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
Q3 		– Sell
-12
Closed -$5K – 188
2021
Q2 		$5K Hold
12
– – 0.01% 135
2021
Q1 		$4K Buy
+12
New +$3.99K 0.01% 134

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Wealth Group's SPGI Position: Q3 2021 in Review

Summit Wealth Group sold out of S&P Global (SPGI) in Q3 2021, closing a stake of 12 shares — an estimated $5K sold.

Summit Wealth Group first reported a position in SPGI in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 1,412 funds tracked by Wall St. Rank hold SPGI as of Q3 2021.

  • Summit Wealth Group reported no remaining S&P Global position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 12 S&P Global shares in Q3 2021, an estimated $5K.
  • Summit Wealth Group first reported a position in S&P Global in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's S&P Global position peaked at $5K in Q2 2021.
  • 1,412 funds tracked by Wall St. Rank held S&P Global as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.