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Dynamic Advisor Solutions’s MSCI MSCI Stock Holding History

Dynamic Advisor Solutions’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
Q2 		– Sell
-374
Closed -$210K – 978
2024
Q1 		$210K Buy
+374
New +$210K 0.01% 852

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State Street
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BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Dynamic Advisor Solutions's MSCI Position: Q2 2024 in Review

Dynamic Advisor Solutions sold out of MSCI (MSCI) in Q2 2024, closing a stake of 374 shares — an estimated $210K sold.

Dynamic Advisor Solutions first reported a position in MSCI in Q1 2024 and held it in 1 quarter. The position peaked at $210K in Q1 2024. 936 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Dynamic Advisor Solutions reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 374 MSCI shares in Q2 2024, an estimated $210K.
  • Dynamic Advisor Solutions first reported a position in MSCI in Q1 2024 and held it in 1 quarter.
  • Dynamic Advisor Solutions's MSCI position peaked at $210K in Q1 2024.
  • 936 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2024, filed 15 Jul 2024.