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FDx Advisors’s MSCI MSCI Stock Holding History

FDx 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
2022
Q3 		– Sell
-2,924
Closed -$1.21M – 787
2022
Q2 		$1.21M Sell
2,924
-1,933
-40% -$842K 0.05% 286
2022
Q1 		$2.44M Sell
4,857
-37,092
-88% -$19.2M 0.08% 189
2021
Q4 		$25.7M Buy
41,949
+2,723
+7% +$1.71M 0.71% 32
2021
Q3 		$23.9M Buy
39,226
+2,228
+6% +$1.36M 0.76% 31
2021
Q2 		$19.7M Buy
36,998
+2,283
+7% +$1.09M 0.66% 35
2021
Q1 		$14.6M Sell
34,715
-9,335
-21% -$3.92M 0.55% 39
2020
Q4 		$19.7M Buy
44,050
+473
+1% +$186K 0.81% 33
2020
Q3 		$15.5M Sell
43,577
-9,641
-18% -$3.5M 0.73% 34
2020
Q2 		$17.8M Buy
53,218
+3,840
+8% +$1.24M 0.93% 28
2020
Q1 		$14.3M Buy
49,378
+5,669
+13% +$1.61M 0.93% 28
2019
Q4 		$11.3M Buy
43,709
+23,080
+112% +$5.63M 0.62% 42
2019
Q3 		$4.49M Buy
+20,629
New +$4.78M 0.31% 75
2018
Q4 		– Sell
-1,402
Closed -$249K – 724
2018
Q3 		$249K Buy
+1,402
New +$243K 0.01% 768

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

FDx Advisors's MSCI Position: Q3 2022 in Review

FDx Advisors sold out of MSCI (MSCI) in Q3 2022, closing a stake of 2,924 shares — an estimated $1.21M sold.

FDx Advisors first reported a position in MSCI in Q3 2018 and held it in 13 quarters. The position peaked at $25.7M in Q4 2021. 741 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

  • FDx Advisors reported no remaining MSCI position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 2,924 MSCI shares in Q3 2022, an estimated $1.21M.
  • FDx Advisors first reported a position in MSCI in Q3 2018 and held it in 13 quarters.
  • FDx Advisors's MSCI position peaked at $25.7M in Q4 2021.
  • 741 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.