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Criterion Capital Advisors’s MSCI MSCI Stock Holding History

Criterion Capital 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
Q4 		$3.37K Hold
7
– – ﹤0.01% 303
2024
Q3 		$3.37K Hold
7
– – ﹤0.01% 303
2024
Q2 		$3.37K Hold
7
– – ﹤0.01% 303
2024
Q1 		$3.92K Hold
7
– – ﹤0.01% 294
2023
Q4 		$3.96K Buy
+7
New +$3.61K ﹤0.01% 303

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Criterion Capital Advisors's MSCI Position: Q4 2024 in Review

Criterion Capital Advisors held its MSCI (MSCI) position steady in Q4 2024 at 7 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Criterion Capital Advisors first reported a position in MSCI in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.96K in Q4 2023. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Criterion Capital Advisors held 7 shares of MSCI worth $3.37K as of Q4 2024.
  • Criterion Capital Advisors left its MSCI share count unchanged in Q4 2024.
  • MSCI made up ﹤0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #303 holding.
  • Criterion Capital Advisors first reported a position in MSCI in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's MSCI position peaked at $3.96K in Q4 2023.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.