DWA
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Delos Wealth Advisors’s MSC Industrial Direct MSM Stock Holding History

Delos Wealth Advisors’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-45
Closed -$4K – 366
2021
Q4 		$4K Buy
+45
New +$3.76K ﹤0.01% 339

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YAM
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First Trust Advisors
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NC
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SCA
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NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Delos Wealth Advisors's MSM Position: Q1 2022 in Review

Delos Wealth Advisors sold out of MSC Industrial Direct (MSM) in Q1 2022, closing a stake of 45 shares — an estimated $4K sold.

Delos Wealth Advisors first reported a position in MSM in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 369 funds tracked by Wall St. Rank hold MSM as of Q1 2022.

  • Delos Wealth Advisors reported no remaining MSC Industrial Direct position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 45 MSC Industrial Direct shares in Q1 2022, an estimated $4K.
  • Delos Wealth Advisors first reported a position in MSC Industrial Direct in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's MSC Industrial Direct position peaked at $4K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.