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Cornerstone Wealth Management’s MSCI MSCI Stock Holding History

Cornerstone Wealth 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
Q4 		– Sell
-687
Closed -$352K – 552
2023
Q3 		$352K Buy
+687
New +$361K 0.03% 388
2022
Q1 		– Sell
-547
Closed -$336K – 506
2021
Q4 		$336K Buy
+547
New +$343K 0.03% 362

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cornerstone Wealth Management's MSCI Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of MSCI (MSCI) in Q4 2023, closing a stake of 687 shares — an estimated $352K sold.

Cornerstone Wealth Management first reported a position in MSCI in Q4 2021 and held it in 2 quarters. The position peaked at $352K in Q3 2023. 879 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining MSCI position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 687 MSCI shares in Q4 2023, an estimated $352K.
  • Cornerstone Wealth Management first reported a position in MSCI in Q4 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's MSCI position peaked at $352K in Q3 2023.
  • 879 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.