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TRUE Private Wealth Advisors’s S&P Global SPGI Stock Holding History

TRUE Private Wealth Advisors’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
2020
Q1 		– Sell
-214
Closed -$58K – 819
2019
Q4 		$58K Buy
+214
New +$55.6K 0.01% 349
2019
Q3 		– Sell
-18
Closed -$4K – 635
2019
Q2 		$4K Buy
+18
New +$3.93K ﹤0.01% 664
2018
Q4 		– Sell
-3,266
Closed -$638K – 814
2018
Q3 		$638K Buy
3,266
+88
+3% +$18.2K 0.09% 147
2018
Q2 		$647K Buy
3,178
+147
+5% +$29K 0.1% 133
2018
Q1 		$579K Buy
3,031
+857
+39% +$158K 0.1% 117
2017
Q4 		$368K Buy
+2,174
New +$355K 0.06% 164

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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