Tyler-Stone Wealth Management’s S&P Global SPGI Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-30	Closed	-$13.4K	–	853
2024 Q2	$13.4K	Hold	30	–	–	0.01%	605
2024 Q1	$12.8K	Hold	30	–	–	0.01%	609
2023 Q4	$13.2K	Hold	30	–	–	0.01%	585
2023 Q3	$11K	Hold	30	–	–	0.01%	597
2023 Q2	$12K	Buy	+30	New	+$11K	0.01%	579
2022 Q4	$10K	Hold	30	–	–	0.01%	561
2022 Q3	$9K	Hold	30	–	–	0.01%	560
2022 Q2	$10K	Buy	+30	New	+$10.7K	0.01%	559
2022 Q1	–	Sell	-3	Closed	-$1K	–	939
2021 Q4	$1K	Buy	+3	New	+$1.37K	﹤0.01%	889

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

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

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

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

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

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

Tyler-Stone Wealth Management's SPGI Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of S&P Global (SPGI) in Q3 2024, closing a stake of 30 shares — an estimated $13.4K sold.

Tyler-Stone Wealth Management first reported a position in SPGI in Q4 2021 and held it in 9 quarters. The position peaked at $13.4K in Q2 2024. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining S&P Global position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 30 S&P Global shares in Q3 2024, an estimated $13.4K.
Tyler-Stone Wealth Management first reported a position in S&P Global in Q4 2021 and held it in 9 quarters.
Tyler-Stone Wealth Management's S&P Global position peaked at $13.4K in Q2 2024.
1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.