ARC
MSCI icon

Advisor Resource Council’s MSCI MSCI Stock Holding History

Advisor Resource Council’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-704
Closed -$290K – 362
2022
Q2 		$290K Buy
704
+284
+68% +$124K 0.03% 382
2022
Q1 		$211K Sell
420
-186
-31% -$96.5K 0.06% 194
2021
Q4 		$372K Buy
606
+183
+43% +$115K 0.03% 390
2021
Q3 		$257K Sell
423
-97
-19% -$59.3K 0.08% 186
2021
Q2 		$278K Buy
+520
New +$248K 0.03% 407

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Advisor Resource Council's MSCI Position: Q3 2022 in Review

Advisor Resource Council sold out of MSCI (MSCI) in Q3 2022, closing a stake of 704 shares — an estimated $290K sold.

Advisor Resource Council first reported a position in MSCI in Q2 2021 and held it in 5 quarters. The position peaked at $372K in Q4 2021. 741 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

  • Advisor Resource Council reported no remaining MSCI position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 704 MSCI shares in Q3 2022, an estimated $290K.
  • Advisor Resource Council first reported a position in MSCI in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's MSCI position peaked at $372K in Q4 2021.
  • 741 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.