CFM Wealth Partners’s MSCI MSCI Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-78	Closed	-$26K	–	349
2020 Q2	$26K	Hold	78	–	–	0.01%	342
2020 Q1	$23K	Sell	78 -200	-72%	-$56.6K	0.01%	354
2019 Q4	$77K	Buy	+278	New	+$67.8K	0.03%	234

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CFM Wealth Partners's MSCI Position: Q3 2020 in Review

CFM Wealth Partners sold out of MSCI (MSCI) in Q3 2020, closing a stake of 78 shares — an estimated $26K sold.

CFM Wealth Partners first reported a position in MSCI in Q4 2019 and held it in 3 quarters. The position peaked at $77K in Q4 2019. 684 funds tracked by Wall St. Rank hold MSCI as of Q3 2020.

CFM Wealth Partners reported no remaining MSCI position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 78 MSCI shares in Q3 2020, an estimated $26K.
CFM Wealth Partners first reported a position in MSCI in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's MSCI position peaked at $77K in Q4 2019.
684 funds tracked by Wall St. Rank held MSCI as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.