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Global Wealth Management Investment Advisory’s MSCI MSCI Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-8
Closed -$3K – 553
2020
Q2 		$3K Hold
8
– – ﹤0.01% 483
2020
Q1 		$2K Sell
8
-7
-47% -$1.98K ﹤0.01% 512
2019
Q4 		$4K Buy
15
+7
+88% +$1.71K ﹤0.01% 462
2019
Q3 		$2K Sell
8
-51
-86% -$11.8K ﹤0.01% 528
2019
Q2 		$14K Buy
+59
New +$13.2K 0.01% 325

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Global Wealth Management Investment Advisory's MSCI Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of MSCI (MSCI) in Q3 2020, closing a stake of 8 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in MSCI in Q2 2019 and held it in 5 quarters. The position peaked at $14K in Q2 2019. 684 funds tracked by Wall St. Rank hold MSCI as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining MSCI position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 8 MSCI shares in Q3 2020, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in MSCI in Q2 2019 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's MSCI position peaked at $14K in Q2 2019.
  • 684 funds tracked by Wall St. Rank held MSCI as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.