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Avidian Wealth Enterprises’s MSCI MSCI Stock Holding History

Avidian Wealth Enterprises’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
2019
Q2 		– Sell
-6,278
Closed -$1.25M – 158
2019
Q1 		$1.25M Sell
6,278
-1,922
-23% -$334K 0.28% 35
2018
Q4 		$1.21M Buy
8,200
+2,078
+34% +$316K 0.42% 28
2018
Q3 		$1.09M Buy
6,122
+121
+2% +$21K 0.34% 33
2018
Q2 		$993K Buy
+6,001
New +$947K 0.31% 30

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avidian Wealth Enterprises's MSCI Position: Q2 2019 in Review

Avidian Wealth Enterprises sold out of MSCI (MSCI) in Q2 2019, closing a stake of 6,278 shares — an estimated $1.25M sold.

Avidian Wealth Enterprises first reported a position in MSCI in Q2 2018 and held it in 4 quarters. The position peaked at $1.25M in Q1 2019. 535 funds tracked by Wall St. Rank hold MSCI as of Q2 2019.

  • Avidian Wealth Enterprises reported no remaining MSCI position as of Q2 2019 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,278 MSCI shares in Q2 2019, an estimated $1.25M.
  • Avidian Wealth Enterprises first reported a position in MSCI in Q2 2018 and held it in 4 quarters.
  • Avidian Wealth Enterprises's MSCI position peaked at $1.25M in Q1 2019.
  • 535 funds tracked by Wall St. Rank held MSCI as of Q2 2019.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2019, filed 14 Aug 2019.