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CWS Financial Advisors’s Motorola Solutions MSI Stock Holding History

CWS Financial Advisors’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-255
Closed -$69.5K – 165
2023
Q3 		$69.5K Buy
+255
New +$72.6K 0.03% 159

Other funds holding MSI

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CWS Financial Advisors's MSI Position: Q4 2023 in Review

CWS Financial Advisors sold out of Motorola Solutions (MSI) in Q4 2023, closing a stake of 255 shares — an estimated $69.5K sold.

CWS Financial Advisors first reported a position in MSI in Q3 2023 and held it in 1 quarter. The position peaked at $69.5K in Q3 2023. 1,121 funds tracked by Wall St. Rank hold MSI as of Q4 2023.

  • CWS Financial Advisors reported no remaining Motorola Solutions position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 255 Motorola Solutions shares in Q4 2023, an estimated $69.5K.
  • CWS Financial Advisors first reported a position in Motorola Solutions in Q3 2023 and held it in 1 quarter.
  • CWS Financial Advisors's Motorola Solutions position peaked at $69.5K in Q3 2023.
  • 1,121 funds tracked by Wall St. Rank held Motorola Solutions as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.