Western Pacific Wealth Management’s S&P Global SPGI Stock Holding History

Western Pacific Wealth Management’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
2024 Q4	–	Sell	-209	Closed	-$108K	–	261
2024 Q3	$108K	Hold	209	–	–	0.07%	115
2024 Q2	$93.2K	Buy	209 +21	+11%	+$9.01K	0.07%	106
2024 Q1	$80K	Buy	+188	New	+$81.5K	0.06%	115
2023 Q4	–	Sell	-13	Closed	-$4.75K	–	276
2023 Q3	$4.75K	Hold	13	–	–	﹤0.01%	217
2023 Q2	$5.21K	Hold	13	–	–	﹤0.01%	219
2023 Q1	$4.48K	Hold	13	–	–	﹤0.01%	233
2022 Q4	$4.35K	Buy	+13	New	+$4.29K	﹤0.01%	226

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Pacific Wealth Management's SPGI Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of S&P Global (SPGI) in Q4 2024, closing a stake of 209 shares — an estimated $108K sold.

Western Pacific Wealth Management first reported a position in SPGI in Q4 2022 and held it in 7 quarters. The position peaked at $108K in Q3 2024. 2,038 funds tracked by Wall St. Rank hold SPGI as of Q4 2024.

Western Pacific Wealth Management reported no remaining S&P Global position as of Q4 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 209 S&P Global shares in Q4 2024, an estimated $108K.
Western Pacific Wealth Management first reported a position in S&P Global in Q4 2022 and held it in 7 quarters.
Western Pacific Wealth Management's S&P Global position peaked at $108K in Q3 2024.
2,038 funds tracked by Wall St. Rank held S&P Global as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.