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Wealthquest’s S&P Global SPGI Stock Holding History

Wealthquest’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
Q2 		– Sell
-496
Closed -$234K – 141
2022
Q1 		$234K Hold
496
– – 0.04% 132
2021
Q4 		$234K Hold
496
– – 0.04% 132
2021
Q3 		$210K Hold
496
– – 0.04% 128
2021
Q2 		$203K Buy
+496
New +$191K 0.03% 144

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthquest's SPGI Position: Q2 2022 in Review

Wealthquest sold out of S&P Global (SPGI) in Q2 2022, closing a stake of 496 shares — an estimated $234K sold.

Wealthquest first reported a position in SPGI in Q2 2021 and held it in 4 quarters. The position peaked at $234K in Q1 2022. 1,556 funds tracked by Wall St. Rank hold SPGI as of Q2 2022.

  • Wealthquest reported no remaining S&P Global position as of Q2 2022 after selling out during the quarter.
  • Wealthquest sold 496 S&P Global shares in Q2 2022, an estimated $234K.
  • Wealthquest first reported a position in S&P Global in Q2 2021 and held it in 4 quarters.
  • Wealthquest's S&P Global position peaked at $234K in Q1 2022.
  • 1,556 funds tracked by Wall St. Rank held S&P Global as of Q2 2022.

Based on Wealthquest's 13F filing for Q2 2022, filed 12 Aug 2022.