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Atlantic Edge Private Wealth Management’s MSCI MSCI Stock Holding History

Atlantic Edge Private Wealth Management’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
2024
Q4 		– Sell
-9
Closed -$5.25K – 508
2024
Q3 		$5.25K Hold
9
– – ﹤0.01% 391
2024
Q2 		$4.34K Hold
9
– – ﹤0.01% 386
2024
Q1 		$5.04K Hold
9
– – ﹤0.01% 384
2023
Q4 		$5.09K Buy
+9
New +$4.65K ﹤0.01% 360

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atlantic Edge Private Wealth Management's MSCI Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of MSCI (MSCI) in Q4 2024, closing a stake of 9 shares — an estimated $5.25K sold.

Atlantic Edge Private Wealth Management first reported a position in MSCI in Q4 2023 and held it in 4 quarters. The position peaked at $5.25K in Q3 2024. 1,071 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 9 MSCI shares in Q4 2024, an estimated $5.25K.
  • Atlantic Edge Private Wealth Management first reported a position in MSCI in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's MSCI position peaked at $5.25K in Q3 2024.
  • 1,071 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.