FinTrust Capital Advisors’s MSCI MSCI Stock Holding History

FinTrust Capital 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 Q3	$9.91K	Hold	17	–	–	﹤0.01%	950
2024 Q2	$8.19K	Buy	17 +10	+143%	+$4.96K	﹤0.01%	950
2024 Q1	$3.92K	Hold	7	–	–	﹤0.01%	1032
2023 Q4	$3.96K	Buy	+7	New	+$3.61K	﹤0.01%	1006
2023 Q3	–	Sell	-16	Closed	-$7.44K	–	1302
2023 Q2	$7.44K	Hold	16	–	–	﹤0.01%	813
2023 Q1	$7.44K	Hold	16	–	–	﹤0.01%	808
2022 Q4	$7.44K	Sell	16 -2	-11%	-$931	﹤0.01%	806
2022 Q3	$7K	Buy	18 +2	+13%	+$916	﹤0.01%	960
2022 Q2	$7K	Hold	16	–	–	﹤0.01%	976
2022 Q1	$8K	Sell	16 -35	-69%	-$18.1K	﹤0.01%	997
2021 Q4	$31K	Sell	51 -12	-19%	-$7.53K	0.01%	632
2021 Q3	$38K	Buy	63 +47	+294%	+$28.7K	0.01%	599
2021 Q2	$9K	Sell	16 -6	-27%	-$2.86K	﹤0.01%	956
2021 Q1	$9K	Hold	22	–	–	﹤0.01%	924
2020 Q4	$10K	Hold	22	–	–	﹤0.01%	841
2020 Q3	$8	Hold	22	–	–	﹤0.01%	862
2020 Q2	$7K	Hold	22	–	–	﹤0.01%	789
2020 Q1	$6K	Buy	+22	New	+$6.23K	﹤0.01%	848

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return