Wealthstreet Investment Advisors’s S&P Global SPGI Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-2,644	Closed	-$933K	–	288
2021 Q1	$933K	Hold	2,644	–	–	0.09%	176
2020 Q4	$869K	Hold	2,644	–	–	0.09%	174
2020 Q3	$953K	Buy	2,644 +44	+2%	+$15.5K	0.11%	155
2020 Q2	$857K	Hold	2,600	–	–	0.11%	154
2020 Q1	$637K	Hold	2,600	–	–	0.09%	161
2019 Q4	$710K	Hold	2,600	–	–	0.08%	194
2019 Q3	$666K	Hold	2,600	–	–	0.09%	191
2019 Q2	$592K	Hold	2,600	–	–	0.08%	203
2019 Q1	$547K	Hold	2,600	–	–	0.07%	210
2018 Q4	$489K	Hold	2,600	–	–	0.07%	219
2018 Q3	$508K	Hold	2,600	–	–	0.06%	237
2018 Q2	$530K	Hold	2,600	–	–	0.07%	231
2018 Q1	$497K	Hold	2,600	–	–	0.06%	237
2017 Q4	$440K	Buy	+2,600	New	+$424K	0.05%	242

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

Wealthstreet Investment Advisors's SPGI Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of S&P Global (SPGI) in Q2 2021, closing a stake of 2,644 shares — an estimated $933K sold.

Wealthstreet Investment Advisors first reported a position in SPGI in Q4 2017 and held it in 14 quarters. The position peaked at $953K in Q3 2020. 1,357 funds tracked by Wall St. Rank hold SPGI as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining S&P Global position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 2,644 S&P Global shares in Q2 2021, an estimated $933K.
Wealthstreet Investment Advisors first reported a position in S&P Global in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's S&P Global position peaked at $953K in Q3 2020.
1,357 funds tracked by Wall St. Rank held S&P Global as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.