CSat Investment Advisory’s MSCI MSCI Stock Holding History

CSat Investment Advisory’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
2021 Q1	$24K	Buy	57 +17	+43%	+$7.14K	0.02%	347
2020 Q4	$18K	Sell	40 -246	-86%	-$96.5K	0.02%	354
2020 Q3	$102K	Buy	286 +19	+7%	+$6.9K	0.01%	454
2020 Q2	$89K	Sell	267 -34	-11%	-$11K	0.01%	515
2020 Q1	$87K	Buy	301 +31	+11%	+$8.78K	0.02%	377
2019 Q4	$69K	Buy	270 +21	+8%	+$5.12K	0.02%	495
2019 Q3	$55K	Buy	249 +29	+13%	+$6.72K	0.02%	487
2019 Q2	$53K	Buy	220 +117	+114%	+$26.2K	0.02%	481
2019 Q1	$20K	Sell	103 -24	-19%	-$4.18K	0.01%	318
2018 Q4	$19K	Buy	127 +55	+76%	+$8.37K	0.01%	296
2018 Q3	$13K	Buy	72 +2	+3%	+$347	0.01%	320
2018 Q2	$12K	Buy	+70	New	+$11K	0.01%	308

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CSat Investment Advisory's MSCI Position: Q1 2021 in Review

CSat Investment Advisory increased its MSCI (MSCI) stake by 43% in Q1 2021, buying an estimated $7.14K and bringing the position to 57 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #347.

CSat Investment Advisory first reported a position in MSCI in Q2 2018 and has held it in 12 quarters since. The position peaked at $102K in Q3 2020. 736 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

CSat Investment Advisory held 57 shares of MSCI worth $24K as of Q1 2021.
CSat Investment Advisory bought 17 MSCI shares in Q1 2021, an estimated $7.14K.
MSCI made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #347 holding.
CSat Investment Advisory first reported a position in MSCI in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's MSCI position peaked at $102K in Q3 2020.
736 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.