TWA
SPGI icon

TCI Wealth Advisors’s S&P Global SPGI Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-375
Closed -$129K – 1956
2023
Q1 		$129K Buy
375
+109
+41% +$38.4K 0.02% 240
2022
Q4 		$89.1K Sell
266
-105
-28% -$34.6K 0.01% 285
2022
Q3 		$113K Buy
371
+6
+2% +$2.15K 0.02% 236
2022
Q2 		$123K Buy
365
+1
+0.3% +$356 0.02% 224
2022
Q1 		$150K Buy
364
+60
+20% +$24.4K 0.02% 213
2021
Q4 		$143K Buy
304
+32
+12% +$14.6K 0.02% 212
2021
Q3 		$116K Buy
272
+1
+0.4% +$433 0.02% 261
2021
Q2 		$111K Sell
271
-1
-0.4% -$384 0.02% 259
2021
Q1 		$96K Buy
272
+68
+33% +$22.6K 0.04% 246
2020
Q4 		$67K Hold
204
– – 0.03% 288
2020
Q3 		$74K Hold
204
– – 0.03% 250
2020
Q2 		$67K Sell
204
-8
-4% -$2.41K 0.03% 265
2020
Q1 		$52K Sell
212
-164
-44% -$45K 0.03% 297
2019
Q4 		$103K Buy
376
+164
+77% +$42.6K 0.04% 257
2019
Q3 		$52K Hold
212
– – 0.02% 323
2019
Q2 		$48K Sell
212
-3
-1% -$655 0.02% 319
2019
Q1 		$45K Sell
215
-23
-10% -$4.45K 0.02% 359
2018
Q4 		$40K Sell
238
-11
-4% -$1.97K 0.02% 351
2018
Q3 		$49K Hold
249
– – 0.02% 348
2018
Q2 		$51K Buy
249
+20
+9% +$3.95K 0.02% 315
2018
Q1 		$44K Hold
229
– – 0.02% 349
2017
Q4 		$39K Hold
229
– – 0.02% 381
2017
Q3 		$36K Sell
229
-47
-17% -$7.14K 0.02% 364
2017
Q2 		$40K Buy
276
+51
+23% +$7.08K 0.02% 347
2017
Q1 		$29K Sell
225
-1
-0.4% -$124 0.02% 389
2016
Q4 		$24K Hold
226
– – 0.01% 451
2016
Q3 		$29K Buy
226
+12
+6% +$1.44K 0.02% 376
2016
Q2 		$23K Buy
+214
New +$23K 0.01% 422

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TCI Wealth Advisors's SPGI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 375 shares — an estimated $129K sold.

TCI Wealth Advisors first reported a position in SPGI in Q2 2016 and held it in 28 quarters. The position peaked at $150K in Q1 2022. 1,620 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 375 S&P Global shares in Q2 2023, an estimated $129K.
  • TCI Wealth Advisors first reported a position in S&P Global in Q2 2016 and held it in 28 quarters.
  • TCI Wealth Advisors's S&P Global position peaked at $150K in Q1 2022.
  • 1,620 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.