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

Ten Capital 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	-30	Closed	-$10.3K	–	475
2023 Q1	$10.3K	Hold	30	–	–	﹤0.01%	369
2022 Q4	$10K	Sell	30 -13	-30%	-$4.29K	﹤0.01%	305
2022 Q3	$13K	Buy	43 +13	+43%	+$4.65K	0.01%	280
2022 Q2	$10K	Hold	30	–	–	﹤0.01%	263
2022 Q1	$12K	Hold	30	–	–	0.01%	277
2021 Q4	$14K	Buy	+30	New	+$13.7K	0.01%	269

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ten Capital Wealth Advisors's SPGI Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of S&P Global (SPGI) in Q2 2023, closing a stake of 30 shares — an estimated $10.3K sold.

Ten Capital Wealth Advisors first reported a position in SPGI in Q4 2021 and held it in 6 quarters. The position peaked at $14K in Q4 2021. 1,621 funds tracked by Wall St. Rank hold SPGI as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining S&P Global position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 30 S&P Global shares in Q2 2023, an estimated $10.3K.
Ten Capital Wealth Advisors first reported a position in S&P Global in Q4 2021 and held it in 6 quarters.
Ten Capital Wealth Advisors's S&P Global position peaked at $14K in Q4 2021.
1,621 funds tracked by Wall St. Rank held S&P Global as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.