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S&p Global shares owned by Confluence Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Confluence Wealth Management from 13F filings

Historical chart of Confluence Wealth Management investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Confluence Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Confluence Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $538k 2.2k 244.88
2020-06-30 $1.1M 3.2k 329.39
2020-03-31 $597k 2.4k 244.97
2019-12-31 $609k 2.2k 273.09
2019-09-30 $538k 2.2k 244.88
2019-06-30 $445k 2.0k 227.97
2019-03-31 $363k 1.7k 210.80
2018-12-31 $200k 1.2k 169.92

More positions owned by Confluence Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Flexshares Tr Qualt Divd Idx (QDF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Intrm Gov Cr Etf (GVI)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Rus 1000 Grw Etf (IWF)
U.S. Bancorp (USB)

View all positions for Confluence Wealth Management

Top funds holding S&p Global

Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Legal & General Group
T. Rowe Price Associates
Wells Fargo & Company
Parnassus Investments
Bank of New York Mellon
Sustainable Growth Advisers
Cantillon Capital Mgnt
Amundi
Ubs Global Asset Management Americas

View all funds holding S&p Global