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Braun-Bostich & Associates’s MSCI MSCI Stock Holding History

Braun-Bostich & Associates’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 		– Sell
-388
Closed -$217K – 134
2024
Q1 		$217K Sell
388
-201
-34% -$113K 0.18% 119
2023
Q4 		$333K Sell
589
-13
-2% -$6.71K 0.3% 84
2023
Q3 		$309K Buy
+602
New +$316K 0.58% 31
2020
Q4 		– Sell
-178
Closed -$64K – 156
2020
Q3 		$64K Buy
+178
New +$64.6K 0.06% 138

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
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

Braun-Bostich & Associates's MSCI Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of MSCI (MSCI) in Q2 2024, closing a stake of 388 shares — an estimated $217K sold.

Braun-Bostich & Associates first reported a position in MSCI in Q3 2020 and held it in 4 quarters. The position peaked at $333K in Q4 2023. 937 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Braun-Bostich & Associates reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 388 MSCI shares in Q2 2024, an estimated $217K.
  • Braun-Bostich & Associates first reported a position in MSCI in Q3 2020 and held it in 4 quarters.
  • Braun-Bostich & Associates's MSCI position peaked at $333K in Q4 2023.
  • 937 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.