Guidance Point Advisors’s MSCI MSCI Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-5	Closed	-$3K	–	282
2021 Q3	$3K	Buy	+5	New	+$3.06K	﹤0.01%	373

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Guidance Point Advisors's MSCI Position: Q4 2021 in Review

Guidance Point Advisors sold out of MSCI (MSCI) in Q4 2021, closing a stake of 5 shares — an estimated $3K sold.

Guidance Point Advisors first reported a position in MSCI in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 849 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

Guidance Point Advisors reported no remaining MSCI position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 5 MSCI shares in Q4 2021, an estimated $3K.
Guidance Point Advisors first reported a position in MSCI in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's MSCI position peaked at $3K in Q3 2021.
849 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.