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Beaird Harris Wealth Management’s MSCI MSCI Stock Holding History

Beaird Harris 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
2024
Q3 		– Sell
-1
Closed -$396 – 646
2024
Q2 		$396 Sell
1
-43
-98% -$21.3K ﹤0.01% 635
2024
Q1 		$24.7K Buy
44
+11
+33% +$6.18K ﹤0.01% 259
2023
Q4 		$18.7K Buy
+33
New +$17K ﹤0.01% 269

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Beaird Harris Wealth Management's MSCI Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of MSCI (MSCI) in Q3 2024, closing a stake of 1 share — an estimated $396 sold.

Beaird Harris Wealth Management first reported a position in MSCI in Q4 2023 and held it in 3 quarters. The position peaked at $24.7K in Q1 2024. 998 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 MSCI share in Q3 2024, an estimated $396.
  • Beaird Harris Wealth Management first reported a position in MSCI in Q4 2023 and held it in 3 quarters.
  • Beaird Harris Wealth Management's MSCI position peaked at $24.7K in Q1 2024.
  • 998 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.