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Bel Air Investment Advisors’s MSCI MSCI Stock Holding History

Bel Air Investment 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
2021
Q2 		$83.3M Sell
156,191
-15,565
-9% -$7.42M 2.54% 9
2021
Q1 		$72M Buy
+171,756
New +$72.2M 2.27% 10

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bel Air Investment Advisors's MSCI Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its MSCI (MSCI) stake by 9.1% in Q2 2021, selling an estimated $7.42M and leaving 156,191 shares worth $83.3M. The position accounts for 2.54% of the portfolio, ranked #9.

Bel Air Investment Advisors first reported a position in MSCI in Q1 2021 and has held it in 2 quarters since. 755 funds tracked by Wall St. Rank hold MSCI as of Q2 2021.

  • Bel Air Investment Advisors held 156,191 shares of MSCI worth $83.3M as of Q2 2021.
  • Bel Air Investment Advisors sold 15,565 MSCI shares in Q2 2021, an estimated $7.42M.
  • MSCI made up 2.54% of Bel Air Investment Advisors's portfolio in Q2 2021, its #9 holding.
  • Bel Air Investment Advisors first reported a position in MSCI in Q1 2021 and has held it in 2 quarters since.
  • 755 funds tracked by Wall St. Rank held MSCI as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.