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Tradewinds Capital Management’s S&P Global SPGI Stock Holding History

Tradewinds Capital 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
2022
Q1 		– Sell
-184
Closed -$87K – 836
2021
Q4 		$87K Hold
184
– – 0.01% 190
2021
Q3 		$78K Buy
+184
New +$79.7K 0.01% 187

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tradewinds Capital Management's SPGI Position: Q1 2022 in Review

Tradewinds Capital Management sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 184 shares — an estimated $87K sold.

Tradewinds Capital Management first reported a position in SPGI in Q3 2021 and held it in 2 quarters. The position peaked at $87K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

  • Tradewinds Capital Management reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
  • Tradewinds Capital Management sold 184 S&P Global shares in Q1 2022, an estimated $87K.
  • Tradewinds Capital Management first reported a position in S&P Global in Q3 2021 and held it in 2 quarters.
  • Tradewinds Capital Management's S&P Global position peaked at $87K in Q4 2021.
  • 1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on Tradewinds Capital Management's 13F filing for Q1 2022, filed 25 Apr 2022.