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Delos Wealth Advisors’s MSCI MSCI Stock Holding History

Delos Wealth 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
Q1 		– Sell
-1
Closed -$566 – 419
2023
Q4 		$566 Hold
1
– – ﹤0.01% 247
2023
Q3 		$544 Hold
1
– – ﹤0.01% 284
2023
Q2 		$470 Hold
1
– – ﹤0.01% 296
2023
Q1 		$560 Hold
1
– – ﹤0.01% 288
2022
Q4 		$465 Hold
1
– – ﹤0.01% 306
2022
Q3 		$0 Buy
+1
New +$458 ﹤0.01% 339
2022
Q1 		– Sell
-20
Closed -$12K – 364
2021
Q4 		$12K Buy
+20
New +$12.5K 0.01% 191

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 $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Delos Wealth Advisors's MSCI Position: Q1 2024 in Review

Delos Wealth Advisors sold out of MSCI (MSCI) in Q1 2024, closing a stake of 1 share — an estimated $566 sold.

Delos Wealth Advisors first reported a position in MSCI in Q4 2021 and held it in 7 quarters. The position peaked at $12K in Q4 2021. 922 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • Delos Wealth Advisors reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 1 MSCI share in Q1 2024, an estimated $566.
  • Delos Wealth Advisors first reported a position in MSCI in Q4 2021 and held it in 7 quarters.
  • Delos Wealth Advisors's MSCI position peaked at $12K in Q4 2021.
  • 922 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.