S&p Global shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in S&p Global
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Quarterly reported holdings in S&p Global by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $119k | 325 | 365.45 |
| 2023-06-30 | $615k | 1.5k | 400.90 |
| 2023-03-31 | $529k | 1.5k | 344.78 |
| 2022-06-30 | $517k | 1.5k | 336.81 |
| 2022-03-31 | $633k | 1.5k | 410.51 |
| 2021-09-30 | $652k | 1.5k | 424.76 |
| 2021-06-30 | $630k | 1.5k | 410.42 |
| 2021-03-31 | $542k | 1.5k | 353.09 |
| 2019-03-31 | $10k | 49 | 204.08 |