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BOK Financial Private Wealth’s MSC Industrial Direct MSM Stock Holding History

BOK Financial Private Wealth’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-57
Closed -$4.91K – 669
2024
Q3 		$4.91K Hold
57
– – ﹤0.01% 441
2024
Q2 		$4.52K Hold
57
– – ﹤0.01% 413
2024
Q1 		$5.53K Hold
57
– – ﹤0.01% 395
2023
Q4 		$5.77K Buy
+57
New +$5.64K ﹤0.01% 391
2022
Q4 		– Sell
-51
Closed -$4K – 374
2022
Q3 		$4K Sell
51
-395
-89% -$31.1K ﹤0.01% 348
2022
Q2 		$33K Buy
+446
New +$36.6K ﹤0.01% 278

Other funds holding MSM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BOK Financial Private Wealth's MSM Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of MSC Industrial Direct (MSM) in Q4 2024, closing a stake of 57 shares — an estimated $4.91K sold.

BOK Financial Private Wealth first reported a position in MSM in Q2 2022 and held it in 6 quarters. The position peaked at $33K in Q2 2022. 382 funds tracked by Wall St. Rank hold MSM as of Q4 2024.

  • BOK Financial Private Wealth reported no remaining MSC Industrial Direct position as of Q4 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 57 MSC Industrial Direct shares in Q4 2024, an estimated $4.91K.
  • BOK Financial Private Wealth first reported a position in MSC Industrial Direct in Q2 2022 and held it in 6 quarters.
  • BOK Financial Private Wealth's MSC Industrial Direct position peaked at $33K in Q2 2022.
  • 382 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.