ACA
MSCI icon

Atlas Capital Advisors’s MSCI MSCI Stock Holding History

Atlas Capital 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
-62
Closed -$34.7K – 910
2023
Q1 		$34.7K Buy
+62
New +$32.8K 0.01% 615
2022
Q2 		– Sell
-525
Closed -$264K – 1010
2022
Q1 		$264K Sell
525
-3
-0.6% -$1.56K 0.04% 305
2021
Q4 		$324K Hold
528
– – 0.05% 286
2021
Q3 		$321K Hold
528
– – 0.05% 266
2021
Q2 		$281K Sell
528
-1,697
-76% -$809K 0.05% 310
2021
Q1 		$933K Sell
2,225
-84
-4% -$35.3K 0.18% 111
2020
Q4 		$1.03M Sell
2,309
-208
-8% -$81.6K 0.22% 97
2020
Q3 		$898K Sell
2,517
-87
-3% -$31.6K 0.21% 108
2020
Q2 		$869K Sell
2,604
-13
-0.5% -$4.2K 0.2% 108
2020
Q1 		$756K Sell
2,617
-133
-5% -$37.7K 0.23% 108
2019
Q4 		$710K Buy
2,750
+59
+2% +$14.4K 0.18% 150
2019
Q3 		$586K Buy
+2,691
New +$623K 0.18% 162
2019
Q1 		– Sell
-31
Closed -$4.57K – 582
2018
Q4 		$4.57K Sell
31
-267
-90% -$40.6K ﹤0.01% 547
2018
Q3 		$52.8K Buy
+298
New +$51.8K 0.02% 417

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
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

Atlas Capital Advisors's MSCI Position: Q2 2023 in Review

Atlas Capital Advisors sold out of MSCI (MSCI) in Q2 2023, closing a stake of 62 shares — an estimated $34.7K sold.

Atlas Capital Advisors first reported a position in MSCI in Q3 2018 and held it in 14 quarters. The position peaked at $1.03M in Q4 2020. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • Atlas Capital Advisors reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 62 MSCI shares in Q2 2023, an estimated $34.7K.
  • Atlas Capital Advisors first reported a position in MSCI in Q3 2018 and held it in 14 quarters.
  • Atlas Capital Advisors's MSCI position peaked at $1.03M in Q4 2020.
  • 813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on Atlas Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.