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Baystate Wealth Management’s MSCI MSCI Stock Holding History

Baystate Wealth Management’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
-13
Closed -$6.12K – 1069
2023
Q2 		$6.12K Hold
13
– – ﹤0.01% 665
2023
Q1 		$7.28K Buy
+13
New +$6.88K ﹤0.01% 616

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baystate Wealth Management's MSCI Position: Q3 2023 in Review

Baystate Wealth Management sold out of MSCI (MSCI) in Q3 2023, closing a stake of 13 shares — an estimated $6.12K sold.

Baystate Wealth Management first reported a position in MSCI in Q1 2023 and held it in 2 quarters. The position peaked at $7.28K in Q1 2023. 829 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

  • Baystate Wealth Management reported no remaining MSCI position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 13 MSCI shares in Q3 2023, an estimated $6.12K.
  • Baystate Wealth Management first reported a position in MSCI in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's MSCI position peaked at $7.28K in Q1 2023.
  • 829 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.