WealthBridge Capital Management’s S&P Global SPGI Stock Holding History

WealthBridge Capital 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
2021 Q2	–	Sell	-964	Closed	-$340K	–	167
2021 Q1	$340K	Hold	964	–	–	0.14%	106
2020 Q4	$317K	Hold	964	–	–	0.14%	108
2020 Q3	$348K	Sell	964 -610	-39%	-$215K	0.18%	92
2020 Q2	$519K	Sell	1,574 -5	-0.3%	-$1.5K	0.29%	67
2020 Q1	$387K	Sell	1,579 -89	-5%	-$24.4K	0.27%	76
2019 Q4	$455K	Hold	1,668	–	–	0.29%	72
2019 Q3	$409K	Buy	+1,668	New	+$417K	0.29%	74
2019 Q1	–	Sell	-19	Closed	-$3K	–	1066
2018 Q4	$3K	Buy	+19	New	+$3.4K	﹤0.01%	739

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthBridge Capital Management's SPGI Position: Q2 2021 in Review

WealthBridge Capital Management sold out of S&P Global (SPGI) in Q2 2021, closing a stake of 964 shares — an estimated $340K sold.

WealthBridge Capital Management first reported a position in SPGI in Q4 2018 and held it in 8 quarters. The position peaked at $519K in Q2 2020. 1,357 funds tracked by Wall St. Rank hold SPGI as of Q2 2021.

WealthBridge Capital Management reported no remaining S&P Global position as of Q2 2021 after selling out during the quarter.
WealthBridge Capital Management sold 964 S&P Global shares in Q2 2021, an estimated $340K.
WealthBridge Capital Management first reported a position in S&P Global in Q4 2018 and held it in 8 quarters.
WealthBridge Capital Management's S&P Global position peaked at $519K in Q2 2020.
1,357 funds tracked by Wall St. Rank held S&P Global as of Q2 2021.

Based on WealthBridge Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.