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Benjamin F. Edwards & Company’s MSCI MSCI Stock Holding History

Benjamin F. Edwards & 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
2024
Q2 		$109K Buy
227
+8
+4% +$3.97K ﹤0.01% 1086
2024
Q1 		$123K Buy
219
+6
+3% +$3.37K ﹤0.01% 1041
2023
Q4 		$120K Buy
+213
New +$110K ﹤0.01% 1016
2023
Q3 		– Sell
-2
Closed -$1K – 1795
2023
Q2 		$1K Hold
2
– – ﹤0.01% 1719
2023
Q1 		$1K Hold
2
– – ﹤0.01% 1732
2022
Q4 		$1K Hold
2
– – ﹤0.01% 1793
2022
Q3 		$1K Hold
2
– – ﹤0.01% 1770
2022
Q2 		$1K Hold
2
– – ﹤0.01% 1758
2022
Q1 		$1K Buy
+2
New +$1.04K ﹤0.01% 1716

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Benjamin F. Edwards & Company's MSCI Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its MSCI (MSCI) stake by 3.7% in Q2 2024, buying an estimated $3.97K and bringing the position to 227 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Benjamin F. Edwards & Company first reported a position in MSCI in Q1 2022 and has held it in 9 quarters since. The position peaked at $123K in Q1 2024. 935 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Benjamin F. Edwards & Company held 227 shares of MSCI worth $109K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 8 MSCI shares in Q2 2024, an estimated $3.97K.
  • MSCI made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1086 holding.
  • Benjamin F. Edwards & Company first reported a position in MSCI in Q1 2022 and has held it in 9 quarters since.
  • Benjamin F. Edwards & Company's MSCI position peaked at $123K in Q1 2024.
  • 935 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.