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TFO Wealth Partners’s S&P Global SPGI Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-70
Closed -$28.1K – 1073
2023
Q3 		$28.1K Buy
70
+2
+3% +$786 0.01% 122
2023
Q2 		$27.3K Buy
+68
New +$24.8K 0.01% 113
2022
Q3 		– Sell
-11
Closed -$4K – 443
2022
Q2 		$4K Buy
+11
New +$3.92K ﹤0.01% 236
2022
Q1 		– Sell
-9
Closed -$4K – 161
2021
Q4 		$4K Buy
+9
New +$4.12K ﹤0.01% 112

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TFO Wealth Partners's SPGI Position: Q4 2023 in Review

TFO Wealth Partners sold out of S&P Global (SPGI) in Q4 2023, closing a stake of 70 shares — an estimated $28.1K sold.

TFO Wealth Partners first reported a position in SPGI in Q4 2021 and held it in 4 quarters. The position peaked at $28.1K in Q3 2023. 1,767 funds tracked by Wall St. Rank hold SPGI as of Q4 2023.

  • TFO Wealth Partners reported no remaining S&P Global position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 70 S&P Global shares in Q4 2023, an estimated $28.1K.
  • TFO Wealth Partners first reported a position in S&P Global in Q4 2021 and held it in 4 quarters.
  • TFO Wealth Partners's S&P Global position peaked at $28.1K in Q3 2023.
  • 1,767 funds tracked by Wall St. Rank held S&P Global as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.