APWA
MSCI icon

Atlas Private Wealth Advisors’s MSCI MSCI Stock Holding History

Atlas Private Wealth 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
2021
Q4 		– Sell
-120
Closed -$73K – 500
2021
Q3 		$73K Sell
120
-5
-4% -$3.06K 0.04% 201
2021
Q2 		$67K Buy
125
+5
+4% +$2.38K 0.04% 206
2021
Q1 		$50K Hold
120
– – 0.03% 232
2020
Q4 		$54K Hold
120
– – 0.04% 209
2020
Q3 		$43K Hold
120
– – 0.04% 224
2020
Q2 		$40K Buy
+120
New +$38.8K 0.04% 232

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Atlas Private Wealth Advisors's MSCI Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of MSCI (MSCI) in Q4 2021, closing a stake of 120 shares — an estimated $73K sold.

Atlas Private Wealth Advisors first reported a position in MSCI in Q2 2020 and held it in 6 quarters. The position peaked at $73K in Q3 2021. 849 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining MSCI position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 120 MSCI shares in Q4 2021, an estimated $73K.
  • Atlas Private Wealth Advisors first reported a position in MSCI in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's MSCI position peaked at $73K in Q3 2021.
  • 849 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.