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	–	911
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return