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Cetera Advisors’s MSCI MSCI Stock Holding History

Cetera Advisors’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
Q1 		$1.66M Buy
2,956
+1,996
+208% +$1.12M 0.01% 905
2023
Q4 		$543K Buy
960
+175
+22% +$90.3K 0.01% 1079
2023
Q3 		$403K Buy
785
+54
+7% +$28.4K 0.01% 1172
2023
Q2 		$343K Buy
731
+72
+11% +$35.1K 0.01% 1240
2023
Q1 		$369K Sell
659
-8
-1% -$4.23K 0.01% 1177
2022
Q4 		$310K Buy
+667
New +$310K 0.01% 1216
2020
Q2 		– Sell
-942
Closed -$272K – 940
2020
Q1 		$272K Buy
+942
New +$267K 0.01% 625

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Cetera Advisors's MSCI Position: Q1 2024 in Review

Cetera Advisors increased its MSCI (MSCI) stake by 208% in Q1 2024, buying an estimated $1.12M and bringing the position to 2,956 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #905.

Cetera Advisors first reported a position in MSCI in Q1 2020 and has held it in 7 quarters since. 919 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • Cetera Advisors held 2,956 shares of MSCI worth $1.66M as of Q1 2024.
  • Cetera Advisors bought 1,996 MSCI shares in Q1 2024, an estimated $1.12M.
  • MSCI made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #905 holding.
  • Cetera Advisors first reported a position in MSCI in Q1 2020 and has held it in 7 quarters since.
  • 919 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.