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Future Financial Wealth Management’s MSC Industrial Direct MSM Stock Holding History

Future Financial Wealth 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
-300
Closed -$29.1K – 324
2024
Q1 		$29.1K Buy
+300
New +$29.4K 0.02% 313
2022
Q2 		– Sell
-1,400
Closed -$119K – 342
2022
Q1 		$119K Sell
1,400
-3,483
-71% -$282K 0.1% 163
2021
Q4 		$410K Buy
+4,883
New +$408K 0.33% 73

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American Century Companies
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Future Financial Wealth Management's MSM Position: Q2 2024 in Review

Future Financial Wealth Management sold out of MSC Industrial Direct (MSM) in Q2 2024, closing a stake of 300 shares — an estimated $29.1K sold.

Future Financial Wealth Management first reported a position in MSM in Q4 2021 and held it in 3 quarters. The position peaked at $410K in Q4 2021. 415 funds tracked by Wall St. Rank hold MSM as of Q2 2024.

  • Future Financial Wealth Management reported no remaining MSC Industrial Direct position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 300 MSC Industrial Direct shares in Q2 2024, an estimated $29.1K.
  • Future Financial Wealth Management first reported a position in MSC Industrial Direct in Q4 2021 and held it in 3 quarters.
  • Future Financial Wealth Management's MSC Industrial Direct position peaked at $410K in Q4 2021.
  • 415 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.