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West Financial Advisors’s S&P Global SPGI Stock Holding History

West Financial 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
2022
Q4 		– Sell
-185
Closed -$56K – 195
2022
Q3 		$56K Hold
185
– – 0.02% 95
2022
Q2 		$62K Hold
185
– – 0.02% 91
2022
Q1 		$76K Sell
185
-15
-8% -$6.11K 0.02% 89
2021
Q4 		$94K Hold
200
– – 0.03% 90
2021
Q3 		$85K Hold
200
– – 0.02% 84
2021
Q2 		$82K Hold
200
– – 0.03% 79
2021
Q1 		$71K Hold
200
– – 0.02% 84
2020
Q4 		$66K Buy
+200
New +$67.5K 0.02% 83

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Financial Advisors's SPGI Position: Q4 2022 in Review

West Financial Advisors sold out of S&P Global (SPGI) in Q4 2022, closing a stake of 185 shares — an estimated $56K sold.

West Financial Advisors first reported a position in SPGI in Q4 2020 and held it in 8 quarters. The position peaked at $94K in Q4 2021. 1,569 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

  • West Financial Advisors reported no remaining S&P Global position as of Q4 2022 after selling out during the quarter.
  • West Financial Advisors sold 185 S&P Global shares in Q4 2022, an estimated $56K.
  • West Financial Advisors first reported a position in S&P Global in Q4 2020 and held it in 8 quarters.
  • West Financial Advisors's S&P Global position peaked at $94K in Q4 2021.
  • 1,569 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.