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Angeles Investment Advisors’s MSCI MSCI Stock Holding History

Angeles 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
2022
Q1 		– Sell
-3,142
Closed -$1.93M – 180
2021
Q4 		$1.93M Sell
3,142
-1,052
-25% -$660K 0.1% 49
2021
Q3 		$2.55M Buy
4,194
+1,555
+59% +$950K 0.15% 43
2021
Q2 		$1.41M Buy
2,639
+504
+24% +$240K 0.09% 42
2021
Q1 		$895K Buy
2,135
+270
+14% +$113K 0.07% 51
2020
Q4 		$833K Buy
1,865
+945
+103% +$371K 0.08% 46
2020
Q3 		$328K Sell
920
-130
-12% -$47.2K 0.04% 83
2020
Q2 		$350K Buy
1,050
+364
+53% +$118K 0.05% 68
2020
Q1 		$230K Buy
+686
New +$194K 0.06% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Angeles Investment Advisors's MSCI Position: Q1 2022 in Review

Angeles Investment Advisors sold out of MSCI (MSCI) in Q1 2022, closing a stake of 3,142 shares — an estimated $1.93M sold.

Angeles Investment Advisors first reported a position in MSCI in Q1 2020 and held it in 8 quarters. The position peaked at $2.55M in Q3 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2022.

  • Angeles Investment Advisors reported no remaining MSCI position as of Q1 2022 after selling out during the quarter.
  • Angeles Investment Advisors sold 3,142 MSCI shares in Q1 2022, an estimated $1.93M.
  • Angeles Investment Advisors first reported a position in MSCI in Q1 2020 and held it in 8 quarters.
  • Angeles Investment Advisors's MSCI position peaked at $2.55M in Q3 2021.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.