Altus Wealth Group’s MSCI MSCI Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-10	Closed	-$4K	–	549
2020 Q4	$4K	Buy	+10	New	+$3.92K	﹤0.01%	695

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Altus Wealth Group's MSCI Position: Q1 2021 in Review

Altus Wealth Group sold out of MSCI (MSCI) in Q1 2021, closing a stake of 10 shares — an estimated $4K sold.

Altus Wealth Group first reported a position in MSCI in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 736 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

Altus Wealth Group reported no remaining MSCI position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 10 MSCI shares in Q1 2021, an estimated $4K.
Altus Wealth Group first reported a position in MSCI in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's MSCI position peaked at $4K in Q4 2020.
736 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.