Tradition Wealth Management’s S&P Global SPGI Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-133	Closed	-$59K	–	1066
2023 Q4	$59K	Sell	133 -1	-0.7%	-$395	0.01%	588
2023 Q3	$49K	Hold	134	–	–	0.01%	610
2023 Q2	$54K	Buy	134 +3	+2%	+$1.1K	0.01%	608
2023 Q1	$45K	Buy	131 +7	+6%	+$2.46K	0.01%	639
2022 Q4	$42K	Buy	124 +6	+5%	+$1.98K	0.01%	576
2022 Q3	$36K	Buy	118 +76	+181%	+$27.2K	0.01%	608
2022 Q2	$14K	Hold	42	–	–	﹤0.01%	741
2022 Q1	$17K	Sell	42 -1	-2%	-$407	﹤0.01%	760
2021 Q4	$20K	Buy	43 +1	+2%	+$457	﹤0.01%	734
2021 Q3	$18K	Hold	42	–	–	﹤0.01%	764
2021 Q2	$17K	Hold	42	–	–	﹤0.01%	804
2021 Q1	$15K	Hold	42	–	–	﹤0.01%	697
2020 Q4	$14K	Buy	+42	New	+$14.2K	﹤0.01%	663

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tradition Wealth Management's SPGI Position: Q1 2024 in Review

Tradition Wealth Management sold out of S&P Global (SPGI) in Q1 2024, closing a stake of 133 shares — an estimated $59K sold.

Tradition Wealth Management first reported a position in SPGI in Q4 2020 and held it in 13 quarters. The position peaked at $59K in Q4 2023. 1,829 funds tracked by Wall St. Rank hold SPGI as of Q1 2024.

Tradition Wealth Management reported no remaining S&P Global position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 133 S&P Global shares in Q1 2024, an estimated $59K.
Tradition Wealth Management first reported a position in S&P Global in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's S&P Global position peaked at $59K in Q4 2023.
1,829 funds tracked by Wall St. Rank held S&P Global as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.