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AWM
Accurate Wealth Management’s
Midland States Bancorp
MSBI
Stock Holding History
Accurate Wealth Management’s Portfolio
MSBI Stock Details
MSBI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-105,286
Closed
-$2.43M
–
392
2024
Q3
$2.43M
Hold
105,286
–
–
0.49%
58
2024
Q2
$2.5M
Hold
105,286
–
–
0.6%
50
2024
Q1
$2.5M
Buy
105,286
+34,191
+48%
+$862K
0.73%
44
2023
Q4
$1.86M
Hold
71,095
–
–
0.58%
49
2023
Q3
$1.5M
Hold
71,095
–
–
0.47%
60
2023
Q2
$1.51M
Hold
71,095
–
–
0.47%
53
2023
Q1
$1.48M
Hold
71,095
–
–
0.51%
51
2022
Q4
$1.91M
Sell
71,095
-71
-0.1%
-$1.89K
0.7%
24
2022
Q3
$1.87M
Buy
71,166
+71
+0.1%
+$1.83K
0.78%
34
2022
Q2
$1.76M
Hold
71,095
–
–
0.96%
17
2022
Q1
$2.05M
Buy
+71,095
New
+$2.03M
0.92%
18
Other funds holding MSBI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BB
Busey Bank
Urbana, Illinois
$3.68B AUM
26.6%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Hotchkis & Wiley Capital Management
Los Angeles, California
$32.4B AUM
17.21%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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