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BDO Wealth Advisors’s MSCI MSCI Stock Holding History

BDO 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
2023
Q2 		$3.3K Hold
7
– – ﹤0.01% 813
2023
Q1 		$3.93K Hold
7
– – ﹤0.01% 828
2022
Q4 		$3.27K Hold
7
– – ﹤0.01% 815
2022
Q3 		$3K Hold
7
– – ﹤0.01% 885
2022
Q2 		$3K Hold
7
– – ﹤0.01% 855
2022
Q1 		$4K Hold
7
– – ﹤0.01% 857
2021
Q4 		$4K Hold
7
– – ﹤0.01% 870
2021
Q3 		$4K Hold
7
– – ﹤0.01% 875
2021
Q2 		$4K Hold
7
– – ﹤0.01% 907
2021
Q1 		$3K Buy
+7
New +$2.94K ﹤0.01% 944

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BDO Wealth Advisors's MSCI Position: Q2 2023 in Review

BDO Wealth Advisors held its MSCI (MSCI) position steady in Q2 2023 at 7 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

BDO Wealth Advisors first reported a position in MSCI in Q1 2021 and has held it in 10 quarters since. The position peaked at $4K in Q1 2022. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • BDO Wealth Advisors held 7 shares of MSCI worth $3.3K as of Q2 2023.
  • BDO Wealth Advisors left its MSCI share count unchanged in Q2 2023.
  • MSCI made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #813 holding.
  • BDO Wealth Advisors first reported a position in MSCI in Q1 2021 and has held it in 10 quarters since.
  • BDO Wealth Advisors's MSCI position peaked at $4K in Q1 2022.
  • 813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.