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Byrne Asset Management’s MSCI MSCI Stock Holding History

Byrne 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
2023
Q1 		– Sell
-40
Closed -$18.6K – 623
2022
Q4 		$18.6K Hold
40
– – 0.01% 326
2022
Q3 		$17K Sell
40
-5
-11% -$2.29K 0.01% 313
2022
Q2 		$19K Sell
45
-20
-31% -$8.71K 0.01% 285
2022
Q1 		$33K Sell
65
-2,173
-97% -$1.13M 0.02% 256
2021
Q4 		$1.37M Buy
+2,238
New +$1.4M 0.89% 33

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Byrne Asset Management's MSCI Position: Q1 2023 in Review

Byrne Asset Management sold out of MSCI (MSCI) in Q1 2023, closing a stake of 40 shares — an estimated $18.6K sold.

Byrne Asset Management first reported a position in MSCI in Q4 2021 and held it in 5 quarters. The position peaked at $1.37M in Q4 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

  • Byrne Asset Management reported no remaining MSCI position as of Q1 2023 after selling out during the quarter.
  • Byrne Asset Management sold 40 MSCI shares in Q1 2023, an estimated $18.6K.
  • Byrne Asset Management first reported a position in MSCI in Q4 2021 and held it in 5 quarters.
  • Byrne Asset Management's MSCI position peaked at $1.37M in Q4 2021.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on Byrne Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.