FSC Wealth Advisors’s MSCI MSCI Stock Holding History

FSC Wealth 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 Q4	–	Sell	-8	Closed	-$3K	–	205
2022 Q3	$3K	Hold	8	–	–	0.03%	170
2022 Q2	$3K	Buy	+8	New	+$3.48K	0.03%	171

Other funds holding MSCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

FSC Wealth Advisors's MSCI Position: Q4 2022 in Review

FSC Wealth Advisors sold out of MSCI (MSCI) in Q4 2022, closing a stake of 8 shares — an estimated $3K sold.

FSC Wealth Advisors first reported a position in MSCI in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 801 funds tracked by Wall St. Rank hold MSCI as of Q4 2022.

FSC Wealth Advisors reported no remaining MSCI position as of Q4 2022 after selling out during the quarter.
FSC Wealth Advisors sold 8 MSCI shares in Q4 2022, an estimated $3K.
FSC Wealth Advisors first reported a position in MSCI in Q2 2022 and held it in 2 quarters.
FSC Wealth Advisors's MSCI position peaked at $3K in Q3 2022.
801 funds tracked by Wall St. Rank held MSCI as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.