Avory & Company’s MSCI MSCI Stock Holding History

Avory & Company’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 Q3	–	Sell	-569	Closed	-$267K	–	32
2023 Q2	$267K	Buy	+569	New	+$278K	0.2%	36

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Avory & Company's MSCI Position: Q3 2023 in Review

Avory & Company sold out of MSCI (MSCI) in Q3 2023, closing a stake of 569 shares — an estimated $267K sold.

Avory & Company first reported a position in MSCI in Q2 2023 and held it in 1 quarter. The position peaked at $267K in Q2 2023. 830 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

Avory & Company reported no remaining MSCI position as of Q3 2023 after selling out during the quarter.
Avory & Company sold 569 MSCI shares in Q3 2023, an estimated $267K.
Avory & Company first reported a position in MSCI in Q2 2023 and held it in 1 quarter.
Avory & Company's MSCI position peaked at $267K in Q2 2023.
830 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

Based on Avory & Company's 13F filing for Q3 2023, filed 8 Nov 2023.