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TD Ameritrade Investment Management’s S&P Global SPGI Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-64
Closed -$26K – 413
2023
Q2 		$26K Sell
64
-12
-16% -$4.38K ﹤0.01% 271
2023
Q1 		$26K Sell
76
-4
-5% -$1.41K ﹤0.01% 278
2022
Q4 		$27K Sell
80
-59
-42% -$19.4K ﹤0.01% 301
2022
Q3 		$42K Sell
139
-51
-27% -$18.2K ﹤0.01% 283
2022
Q2 		$64K Sell
190
-63
-25% -$22.5K ﹤0.01% 282
2022
Q1 		$104K Buy
253
+44
+21% +$17.9K ﹤0.01% 290
2021
Q4 		$99K Buy
209
+79
+61% +$36.1K ﹤0.01% 295
2021
Q3 		$47K Sell
130
-44
-25% -$19.1K ﹤0.01% 336
2021
Q2 		$71K Buy
174
+32
+23% +$12.3K ﹤0.01% 311
2021
Q1 		$47K Hold
142
– – ﹤0.01% 341
2020
Q4 		$47K Buy
142
+12
+9% +$4.05K ﹤0.01% 341
2020
Q3 		$47K Buy
130
+6
+5% +$2.12K ﹤0.01% 336
2020
Q2 		$41K Buy
124
+43
+53% +$12.9K ﹤0.01% 330
2020
Q1 		$20K Sell
81
-16
-16% -$4.39K ﹤0.01% 359
2019
Q4 		$26K Buy
97
+68
+234% +$17.7K ﹤0.01% 369
2019
Q3 		$7K Buy
29
+17
+142% +$4.25K ﹤0.01% 482
2019
Q2 		$3K Buy
12
+2
+20% +$437 ﹤0.01% 549
2019
Q1 		$2K Sell
10
-11
-52% -$2.13K ﹤0.01% 528
2018
Q4 		$4K Buy
21
+3
+17% +$537 ﹤0.01% 481
2018
Q3 		$4K Buy
18
+3
+20% +$619 ﹤0.01% 424
2018
Q2 		$3K Buy
+15
New +$2.96K ﹤0.01% 312

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TD Ameritrade Investment Management's SPGI Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of S&P Global (SPGI) in Q3 2023, closing a stake of 64 shares — an estimated $26K sold.

TD Ameritrade Investment Management first reported a position in SPGI in Q2 2018 and held it in 21 quarters. The position peaked at $104K in Q1 2022. 1,623 funds tracked by Wall St. Rank hold SPGI as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining S&P Global position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 64 S&P Global shares in Q3 2023, an estimated $26K.
  • TD Ameritrade Investment Management first reported a position in S&P Global in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's S&P Global position peaked at $104K in Q1 2022.
  • 1,623 funds tracked by Wall St. Rank held S&P Global as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.