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Buckley Wealth Management’s MSCI MSCI Stock Holding History

Buckley Wealth 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
2024
Q3 		– Sell
-1,900
Closed -$915K – 101
2024
Q2 		$915K Buy
1,900
+70
+4% +$34.7K 0.29% 60
2024
Q1 		$1.03M Hold
1,830
– – 0.33% 59
2023
Q4 		$1.04M Sell
1,830
-20
-1% -$10.3K 0.36% 51
2023
Q3 		$949K Buy
1,850
+45
+2% +$23.6K 0.36% 51
2023
Q2 		$847K Buy
1,805
+10
+0.6% +$4.88K 0.29% 64
2023
Q1 		$1M Sell
1,795
-90
-5% -$47.6K 0.37% 44
2022
Q4 		$877K Sell
1,885
-10
-0.5% -$4.65K 0.32% 56
2022
Q3 		$799K Buy
1,895
+45
+2% +$20.6K 0.29% 58
2022
Q2 		$762K Buy
1,850
+60
+3% +$26.1K 0.25% 76
2022
Q1 		$900K Buy
1,790
+30
+2% +$15.6K 0.24% 81
2021
Q4 		$1.08M Hold
1,760
– – 0.31% 56
2021
Q3 		$1.07M Sell
1,760
-80
-4% -$48.9K 0.35% 48
2021
Q2 		$981K Sell
1,840
-45
-2% -$21.4K 0.34% 50
2021
Q1 		$790K Buy
1,885
+45
+2% +$18.9K 0.29% 63
2020
Q4 		$822K Buy
1,840
+85
+5% +$33.4K 0.34% 51
2020
Q3 		$626K Sell
1,755
-935
-35% -$339K 0.28% 60
2020
Q2 		$898K Sell
2,690
-50
-2% -$16.2K 0.41% 46
2020
Q1 		$792K Buy
2,740
+5
+0.2% +$1.42K 0.43% 44
2019
Q4 		$706K Sell
2,735
-250
-8% -$60.9K 0.32% 58
2019
Q3 		$650K Sell
2,985
-585
-16% -$136K 0.32% 58
2019
Q2 		$852K Sell
3,570
-125
-3% -$28K 0.4% 41
2019
Q1 		$735K Sell
3,695
-55
-1% -$9.57K 0.35% 54
2018
Q4 		$553K Hold
3,750
– – 0.29% 72
2018
Q3 		$665K Buy
3,750
+15
+0.4% +$2.6K 0.29% 74
2018
Q2 		$618K Buy
+3,735
New +$589K 0.29% 76

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Buckley Wealth Management's MSCI Position: Q3 2024 in Review

Buckley Wealth Management sold out of MSCI (MSCI) in Q3 2024, closing a stake of 1,900 shares — an estimated $915K sold.

Buckley Wealth Management first reported a position in MSCI in Q2 2018 and held it in 25 quarters. The position peaked at $1.08M in Q4 2021. 997 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • Buckley Wealth Management reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
  • Buckley Wealth Management sold 1,900 MSCI shares in Q3 2024, an estimated $915K.
  • Buckley Wealth Management first reported a position in MSCI in Q2 2018 and held it in 25 quarters.
  • Buckley Wealth Management's MSCI position peaked at $1.08M in Q4 2021.
  • 997 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Buckley Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.