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

Wealthcare 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
-104
Closed -$37K – 580
2021
Q1 		$37K Buy
+104
New +$34.6K ﹤0.01% 167
2020
Q2 		– Sell
-18
Closed -$4K – 217
2020
Q1 		$4K Sell
18
-3
-14% -$823 ﹤0.01% 188
2019
Q4 		$6K Buy
+21
New +$5.46K ﹤0.01% 238

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wealthcare Capital Management sold out of S&P Global (SPGI) in Q2 2021, closing a stake of 104 shares — an estimated $37K sold.

Wealthcare Capital Management first reported a position in SPGI in Q4 2019 and held it in 3 quarters. The position peaked at $37K in Q1 2021. 1,357 funds tracked by Wall St. Rank hold SPGI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining S&P Global position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 104 S&P Global shares in Q2 2021, an estimated $37K.
  • Wealthcare Capital Management first reported a position in S&P Global in Q4 2019 and held it in 3 quarters.
  • Wealthcare Capital Management's S&P Global position peaked at $37K in Q1 2021.
  • 1,357 funds tracked by Wall St. Rank held S&P Global as of Q2 2021.

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