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Gilliland Jeter Wealth Management’s MSCI MSCI Stock Holding History

Gilliland Jeter Wealth Management’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
Q4 		– Sell
-10
Closed -$5.83K – 472
2024
Q3 		$5.83K Hold
10
– – ﹤0.01% 504
2024
Q2 		$4.82K Buy
+10
New +$4.96K ﹤0.01% 521

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gilliland Jeter Wealth Management's MSCI Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of MSCI (MSCI) in Q4 2024, closing a stake of 10 shares — an estimated $5.83K sold.

Gilliland Jeter Wealth Management first reported a position in MSCI in Q2 2024 and held it in 2 quarters. The position peaked at $5.83K in Q3 2024. 1,071 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 10 MSCI shares in Q4 2024, an estimated $5.83K.
  • Gilliland Jeter Wealth Management first reported a position in MSCI in Q2 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's MSCI position peaked at $5.83K in Q3 2024.
  • 1,071 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.