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Bruderman Asset Management’s MSCI MSCI Stock Holding History

Bruderman Asset 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
2022
Q1 		– Sell
-339
Closed -$208K – 86
2021
Q4 		$208K Hold
339
– – 0.16% 102
2021
Q3 		$206K Buy
+339
New +$207K 0.05% 122
2019
Q2 		– Sell
-44
Closed -$9K – 393
2019
Q1 		$9K Buy
44
+26
+144% +$4.52K ﹤0.01% 456
2018
Q4 		$3K Buy
+18
New +$2.74K ﹤0.01% 545

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bruderman Asset Management's MSCI Position: Q1 2022 in Review

Bruderman Asset Management sold out of MSCI (MSCI) in Q1 2022, closing a stake of 339 shares — an estimated $208K sold.

Bruderman Asset Management first reported a position in MSCI in Q4 2018 and held it in 4 quarters. The position peaked at $208K in Q4 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2022.

  • Bruderman Asset Management reported no remaining MSCI position as of Q1 2022 after selling out during the quarter.
  • Bruderman Asset Management sold 339 MSCI shares in Q1 2022, an estimated $208K.
  • Bruderman Asset Management first reported a position in MSCI in Q4 2018 and held it in 4 quarters.
  • Bruderman Asset Management's MSCI position peaked at $208K in Q4 2021.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.