WFAG
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Worth Financial Advisory Group’s S&P Global SPGI Stock Holding History

Worth Financial Advisory Group’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
Q2 		– Sell
-508
Closed -$216K – 159
2024
Q1 		$216K Sell
508
-3
-0.6% -$1.3K 0.15% 128
2023
Q4 		$225K Buy
+511
New +$202K 0.18% 120

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Worth Financial Advisory Group's SPGI Position: Q2 2024 in Review

Worth Financial Advisory Group sold out of S&P Global (SPGI) in Q2 2024, closing a stake of 508 shares — an estimated $216K sold.

Worth Financial Advisory Group first reported a position in SPGI in Q4 2023 and held it in 2 quarters. The position peaked at $225K in Q4 2023. 1,834 funds tracked by Wall St. Rank hold SPGI as of Q2 2024.

  • Worth Financial Advisory Group reported no remaining S&P Global position as of Q2 2024 after selling out during the quarter.
  • Worth Financial Advisory Group sold 508 S&P Global shares in Q2 2024, an estimated $216K.
  • Worth Financial Advisory Group first reported a position in S&P Global in Q4 2023 and held it in 2 quarters.
  • Worth Financial Advisory Group's S&P Global position peaked at $225K in Q4 2023.
  • 1,834 funds tracked by Wall St. Rank held S&P Global as of Q2 2024.

Based on Worth Financial Advisory Group's 13F filing for Q2 2024, filed 26 Jul 2024.