S&p Global shares owned by Ascent Wealth Partners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Ascent Wealth Partners
from 13F filings
Historical chart of Ascent Wealth Partners investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Ascent Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in S&p Global by Ascent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $331k | 779 | 425.45 |
| 2023-12-31 | $330k | 749 | 440.52 |
| 2023-09-30 | $271k | 741 | 365.41 |
| 2023-06-30 | $262k | 654 | 400.89 |
| 2022-03-31 | $239k | 582 | 410.65 |
| 2021-12-31 | $287k | 608 | 472.04 |
| 2021-09-30 | $273k | 643 | 424.57 |
| 2021-06-30 | $262k | 639 | 410.02 |