WIA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return