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Comprehensive Financial Consultants Institutional’s MSC Industrial Direct MSM Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13
Closed -$1K – 359
2021
Q4 		$1K Buy
+13
New +$1.09K ﹤0.01% 460

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EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
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YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NC
Nitorum Capital New York $147M AUM 45.08% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's MSM Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of MSC Industrial Direct (MSM) in Q1 2022, closing a stake of 13 shares — an estimated $1K sold.

Comprehensive Financial Consultants Institutional first reported a position in MSM in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 369 funds tracked by Wall St. Rank hold MSM as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining MSC Industrial Direct position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 13 MSC Industrial Direct shares in Q1 2022, an estimated $1K.
  • Comprehensive Financial Consultants Institutional first reported a position in MSC Industrial Direct in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's MSC Industrial Direct position peaked at $1K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.