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Alera Investment Advisors’s MSCI MSCI Stock Holding History

Alera Investment Advisors’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
2023
Q2 		– Sell
-1,434
Closed -$803K – 177
2023
Q1 		$803K Buy
1,434
+16
+1% +$8.46K 0.18% 63
2022
Q4 		$660K Sell
1,418
-5
-0.4% -$2.33K 0.16% 81
2022
Q3 		$600K Buy
1,423
+34
+2% +$15.6K 0.17% 83
2022
Q2 		$573K Sell
1,389
-49
-3% -$21.3K 0.16% 94
2022
Q1 		$723K Buy
+1,438
New +$746K 0.17% 86
2019
Q2 		– Sell
-54
Closed -$11K – 653
2019
Q1 		$11K Hold
54
– – 0.01% 451
2018
Q4 		$8K Buy
+54
New +$8.22K ﹤0.01% 496

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Alera Investment Advisors's MSCI Position: Q2 2023 in Review

Alera Investment Advisors sold out of MSCI (MSCI) in Q2 2023, closing a stake of 1,434 shares — an estimated $803K sold.

Alera Investment Advisors first reported a position in MSCI in Q4 2018 and held it in 7 quarters. The position peaked at $803K in Q1 2023. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • Alera Investment Advisors reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 1,434 MSCI shares in Q2 2023, an estimated $803K.
  • Alera Investment Advisors first reported a position in MSCI in Q4 2018 and held it in 7 quarters.
  • Alera Investment Advisors's MSCI position peaked at $803K in Q1 2023.
  • 813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on Alera Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.