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

TriaGen 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
2022 Q1	–	Sell	-898	Closed	-$424K	–	202
2021 Q4	$424K	Hold	898	–	–	0.21%	112
2021 Q3	$382K	Hold	898	–	–	0.21%	119
2021 Q2	$385K	Buy	898 +6	+0.7%	+$2.31K	0.2%	121
2021 Q1	$315K	Hold	892	–	–	0.18%	124
2020 Q4	$293K	Buy	+892	New	+$301K	0.17%	136

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

TriaGen Wealth Management's SPGI Position: Q1 2022 in Review

TriaGen Wealth Management sold out of S&P Global (SPGI) in Q1 2022, closing a stake of 898 shares — an estimated $424K sold.

TriaGen Wealth Management first reported a position in SPGI in Q4 2020 and held it in 5 quarters. The position peaked at $424K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

TriaGen Wealth Management reported no remaining S&P Global position as of Q1 2022 after selling out during the quarter.
TriaGen Wealth Management sold 898 S&P Global shares in Q1 2022, an estimated $424K.
TriaGen Wealth Management first reported a position in S&P Global in Q4 2020 and held it in 5 quarters.
TriaGen Wealth Management's S&P Global position peaked at $424K in Q4 2021.
1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.