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Connectus Wealth’s MSCI MSCI Stock Holding History

Connectus Wealth’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 		$8.8M Buy
15,705
+1,839
+13% +$1.03M 0.24% 92
2023
Q4 		$7.84M Sell
13,866
-43
-0.3% -$22.2K 0.16% 129
2023
Q3 		$7.14M Sell
13,909
-1,904
-12% -$1M 0.16% 139
2023
Q2 		$7.42M Buy
15,813
+1,843
+13% +$899K 0.17% 116
2023
Q1 		$7.82M Buy
13,970
+131
+0.9% +$69.3K 0.19% 111
2022
Q4 		$6.44M Sell
13,839
-1,785
-11% -$831K 0.15% 127
2022
Q3 		$6.59M Sell
15,624
-142
-0.9% -$65K 0.14% 156
2022
Q2 		$6.5M Buy
+15,766
New +$6.86M 0.15% 130

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

Connectus Wealth's MSCI Position: Q1 2024 in Review

Connectus Wealth increased its MSCI (MSCI) stake by 13% in Q1 2024, buying an estimated $1.03M and bringing the position to 15,705 shares worth $8.8M. The position accounts for 0.24% of the portfolio, ranked #92.

Connectus Wealth first reported a position in MSCI in Q2 2022 and has held it in 8 quarters since. 919 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • Connectus Wealth held 15,705 shares of MSCI worth $8.8M as of Q1 2024.
  • Connectus Wealth bought 1,839 MSCI shares in Q1 2024, an estimated $1.03M.
  • MSCI made up 0.24% of Connectus Wealth's portfolio in Q1 2024, its #92 holding.
  • Connectus Wealth first reported a position in MSCI in Q2 2022 and has held it in 8 quarters since.
  • 919 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.