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SYSTM Wealth Solutions’s S&P Global SPGI Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-150
Closed -$66.7K – 547
2024
Q2 		$66.7K Sell
150
-284
-65% -$122K 0.01% 259
2024
Q1 		$185K Sell
434
-3
-0.7% -$1.3K 0.02% 406
2023
Q4 		$193K Buy
+437
New +$172K 0.03% 383
2023
Q3 		– Sell
-512
Closed -$205K – 490
2023
Q2 		$205K Buy
+512
New +$187K 0.03% 455
2023
Q1 		– Sell
-611
Closed -$205K – 520
2022
Q4 		$205K Buy
+611
New +$201K 0.03% 500

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYSTM Wealth Solutions's SPGI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 150 shares — an estimated $66.7K sold.

SYSTM Wealth Solutions first reported a position in SPGI in Q4 2022 and held it in 5 quarters. The position peaked at $205K in Q2 2023. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 150 S&P Global shares in Q3 2024, an estimated $66.7K.
  • SYSTM Wealth Solutions first reported a position in S&P Global in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's S&P Global position peaked at $205K in Q2 2023.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.