WAM
SPGI icon

Wealthspire Advisors (Maryland)’s S&P Global SPGI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$743K Buy
2,061
+625
+44% +$221K 0.03% 217
2020
Q2 		$473K Buy
1,436
+194
+16% +$58.3K 0.03% 269
2020
Q1 		$304K Buy
1,242
+101
+9% +$27.7K 0.03% 299
2019
Q4 		$312K Buy
1,141
+150
+15% +$39K 0.02% 369
2019
Q3 		$243K Buy
991
+26
+3% +$6.5K 0.02% 392
2019
Q2 		$220K Buy
965
+19
+2% +$4.15K 0.02% 414
2019
Q1 		$199K Buy
946
+14
+2% +$2.71K 0.02% 437
2018
Q4 		$158K Buy
932
+127
+16% +$22.7K 0.01% 459
2018
Q3 		$157K Sell
805
-4
-0.5% -$826 0.01% 526
2018
Q2 		$165K Buy
809
+91
+13% +$18K 0.01% 519
2018
Q1 		$137K Sell
718
-119
-14% -$22K 0.01% 588
2017
Q4 		$142K Buy
837
+396
+90% +$64.6K 0.01% 591
2017
Q3 		$69K Buy
441
+58
+15% +$8.82K 0.01% 855
2017
Q2 		$56K Buy
383
+62
+19% +$8.61K 0.01% 909
2017
Q1 		$42K Sell
321
-28
-8% -$3.48K 0.01% 847
2016
Q4 		$38K Buy
349
+2
+0.6% +$239 0.01% 848
2016
Q3 		$44K Buy
347
+9
+3% +$1.08K 0.01% 816
2016
Q2 		$36K Buy
+338
New +$36.3K 0.01% 813

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPGI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its S&P Global (SPGI) stake by 44% in Q3 2020, buying an estimated $221K and bringing the position to 2,061 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #217.

Wealthspire Advisors (Maryland) first reported a position in SPGI in Q2 2016 and has held it in 18 quarters since. 1,214 funds tracked by Wall St. Rank hold SPGI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,061 shares of S&P Global worth $743K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 625 S&P Global shares in Q3 2020, an estimated $221K.
  • S&P Global made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #217 holding.
  • Wealthspire Advisors (Maryland) first reported a position in S&P Global in Q2 2016 and has held it in 18 quarters since.
  • 1,214 funds tracked by Wall St. Rank held S&P Global as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.