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Financial Gravity Asset Management’s MSC Industrial Direct MSM Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-4
Closed -$368 – 1665
2024
Q1 		$368 Buy
4
+1
+33% +$98 ﹤0.01% 872
2023
Q4 		$352 Buy
+3
New +$297 ﹤0.01% 946
2021
Q2 		– Hold
0
– – – 380

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Gravity Asset Management's MSM Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of MSC Industrial Direct (MSM) in Q2 2024, closing a stake of 4 shares — an estimated $368 sold.

Financial Gravity Asset Management first reported a position in MSM in Q4 2023 and held it in 2 quarters. The position peaked at $368 in Q1 2024. 415 funds tracked by Wall St. Rank hold MSM as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining MSC Industrial Direct position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 MSC Industrial Direct shares in Q2 2024, an estimated $368.
  • Financial Gravity Asset Management first reported a position in MSC Industrial Direct in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's MSC Industrial Direct position peaked at $368 in Q1 2024.
  • 415 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.