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

V 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
2022 Q3	–	Sell	-728	Closed	-$245K	–	410
2022 Q2	$245K	Sell	728 -170	-19%	-$60.6K	0.05%	349
2022 Q1	$369K	Sell	898 -560	-38%	-$228K	0.06%	296
2021 Q4	$688K	Sell	1,458 -58	-4%	-$26.5K	0.1%	193
2021 Q3	$644K	Sell	1,516 -110	-7%	-$47.7K	0.1%	213
2021 Q2	$668K	Buy	1,626 +102	+7%	+$39.2K	0.11%	215
2021 Q1	$538K	Buy	1,524 +275	+22%	+$91.5K	0.1%	239
2020 Q4	$411K	Buy	1,249 +381	+44%	+$129K	0.09%	241
2020 Q3	$313K	Sell	868 -181	-17%	-$63.9K	0.22%	123
2020 Q2	$346K	Buy	+1,049	New	+$315K	0.09%	242
2017 Q3	–	Sell	-16	Closed	-$2K	–	629
2017 Q2	$2K	Buy	+16	New	+$2.22K	﹤0.01%	759

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

V Wealth Advisors's SPGI Position: Q3 2022 in Review

V Wealth Advisors sold out of S&P Global (SPGI) in Q3 2022, closing a stake of 728 shares — an estimated $245K sold.

V Wealth Advisors first reported a position in SPGI in Q2 2017 and held it in 10 quarters. The position peaked at $688K in Q4 2021. 1,499 funds tracked by Wall St. Rank hold SPGI as of Q3 2022.

V Wealth Advisors reported no remaining S&P Global position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 728 S&P Global shares in Q3 2022, an estimated $245K.
V Wealth Advisors first reported a position in S&P Global in Q2 2017 and held it in 10 quarters.
V Wealth Advisors's S&P Global position peaked at $688K in Q4 2021.
1,499 funds tracked by Wall St. Rank held S&P Global as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.