First National Bank of South Miami’s MSCI MSCI Stock Holding History

First National Bank of South Miami’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 Q2	–	Sell	-5	Closed	-$3K	–	329
2022 Q1	$3K	Hold	5	–	–	﹤0.01%	323
2021 Q4	$3K	Hold	5	–	–	﹤0.01%	339
2021 Q3	$3K	Hold	5	–	–	﹤0.01%	316
2021 Q2	$3K	Hold	5	–	–	﹤0.01%	311
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	298
2020 Q4	$2K	Buy	+5	New	+$1.96K	﹤0.01%	290

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

First National Bank of South Miami's MSCI Position: Q2 2022 in Review

First National Bank of South Miami sold out of MSCI (MSCI) in Q2 2022, closing a stake of 5 shares — an estimated $3K sold.

First National Bank of South Miami first reported a position in MSCI in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 747 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

First National Bank of South Miami reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
First National Bank of South Miami sold 5 MSCI shares in Q2 2022, an estimated $3K.
First National Bank of South Miami first reported a position in MSCI in Q4 2020 and held it in 6 quarters.
First National Bank of South Miami's MSCI position peaked at $3K in Q1 2022.
747 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on First National Bank of South Miami's 13F filing for Q2 2022, filed 13 Jul 2022.