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TrinityPoint Wealth’s S&P Global SPGI Stock Holding History

TrinityPoint Wealth’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
Q4 		$865K Buy
1,737
+18
+1% +$9.13K 0.12% 170
2024
Q3 		$888K Sell
1,719
-143
-8% -$70.8K 0.13% 161
2024
Q2 		$830K Buy
1,862
+12
+0.6% +$5.15K 0.13% 157
2024
Q1 		$787K Sell
1,850
-11
-0.6% -$4.77K 0.13% 160
2023
Q4 		$820K Buy
1,861
+6
+0.3% +$2.37K 0.15% 142
2023
Q3 		$678K Buy
1,855
+10
+0.5% +$3.93K 0.14% 152
2023
Q2 		$740K Buy
1,845
+8
+0.4% +$2.92K 0.14% 141
2023
Q1 		$633K Buy
1,837
+37
+2% +$13K 0.14% 150
2022
Q4 		$603K Buy
1,800
+188
+12% +$62K 0.14% 150
2022
Q3 		$492K Sell
1,612
-29
-2% -$10.4K 0.11% 159
2022
Q2 		$553K Buy
1,641
+29
+2% +$10.3K 0.12% 146
2022
Q1 		$661K Buy
1,612
+82
+5% +$33.4K 0.12% 146
2021
Q4 		$722K Buy
1,530
+19
+1% +$8.69K 0.13% 140
2021
Q3 		$642K Buy
1,511
+33
+2% +$14.3K 0.12% 143
2021
Q2 		$607K Buy
1,478
+43
+3% +$16.5K 0.12% 144
2021
Q1 		$506K Sell
1,435
-18
-1% -$5.99K 0.12% 157
2020
Q4 		$464K Buy
+1,453
New +$490K 0.11% 153

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrinityPoint Wealth's SPGI Position: Q4 2024 in Review

TrinityPoint Wealth increased its S&P Global (SPGI) stake by 1% in Q4 2024, buying an estimated $9.13K and bringing the position to 1,737 shares worth $865K. The position accounts for 0.12% of the portfolio, ranked #170.

TrinityPoint Wealth first reported a position in SPGI in Q4 2020 and has held it in 17 quarters since. The position peaked at $888K in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

  • TrinityPoint Wealth held 1,737 shares of S&P Global worth $865K as of Q4 2024.
  • TrinityPoint Wealth bought 18 S&P Global shares in Q4 2024, an estimated $9.13K.
  • S&P Global made up 0.12% of TrinityPoint Wealth's portfolio in Q4 2024, its #170 holding.
  • TrinityPoint Wealth first reported a position in S&P Global in Q4 2020 and has held it in 17 quarters since.
  • TrinityPoint Wealth's S&P Global position peaked at $888K in Q3 2024.
  • 2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.