HighPoint Advisor Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,011
| Closed | -$580K | – | 898 |
|
|
2025
Q4 | $580K | Buy |
1,011
+9
| +0.9% | +$5.05K | 0.01% | 628 |
|
|
2025
Q3 | $569K | Sell |
1,002
-228
| -19% | -$129K | 0.03% | 364 |
|
|
2025
Q2 | $709K | Sell |
1,230
-39
| -3% | -$21.6K | 0.04% | 311 |
|
|
2025
Q1 | $686K | Buy |
1,269
+136
| +12% | +$79.1K | 0.04% | 301 |
|
|
2024
Q4 | $654K | Sell |
1,133
-138
| -11% | -$82.8K | 0.04% | 317 |
|
|
2024
Q3 | $735K | Buy |
1,271
+300
| +31% | +$163K | 0.04% | 287 |
|
|
2024
Q2 | $530K | Buy |
971
+519
| +115% | +$258K | 0.03% | 336 |
|
|
2024
Q1 | $219K | Sell |
452
-1,152
| -72% | -$648K | 0.02% | 578 |
|
|
2023
Q4 | $884K | Buy |
+1,604
| New | +$828K | 0.06% | 235 |
|
|
2022
Q2 | $685K | Buy |
+1,607
| New | +$700K | 0.07% | 212 |
|
|
2021
Q3 | $2.17M | Sell |
3,567
-311
| -8% | -$190K | 0.21% | 93 |
|
|
2021
Q2 | $2.07M | Buy |
3,878
+324
| +9% | +$154K | 0.21% | 94 |
|
|
2021
Q1 | $1.59M | Buy |
3,554
+10
| +0.3% | +$4.2K | 0.18% | 106 |
|
|
2020
Q4 | $1.48M | Buy |
3,544
+128
| +4% | +$50.2K | 0.18% | 109 |
|
|
2020
Q3 | $1.43M | Buy |
3,416
+206
| +6% | +$74.8K | 0.26% | 76 |
|
|
2020
Q2 | $1.09M | Buy |
3,210
+75
| +2% | +$24.3K | 0.23% | 85 |
|
|
2020
Q1 | $1.02M | Buy |
3,135
+1,656
| +112% | +$469K | 0.24% | 84 |
|
|
2019
Q4 | $411K | Buy |
1,479
+58
| +4% | +$14.1K | 0.08% | 207 |
|
|
2019
Q3 | $348K | Buy |
1,421
+189
| +15% | +$43.8K | 0.08% | 218 |
|
|
2019
Q2 | $296K | Buy |
1,232
+58
| +5% | +$13K | 0.07% | 246 |
|
|
2019
Q1 | $260K | Buy |
+1,174
| New | +$204K | 0.06% | 266 |
|
|
2016
Q3 | – | Sell |
-13,186
| Closed | -$1.14M | – | 304 |
|
|
2016
Q2 | $1.14M | Sell |
13,186
-4,994
| -27% | -$378K | 0.4% | 67 |
|
|
2016
Q1 | $1.37M | Sell |
18,180
-2,489
| -12% | -$172K | 0.84% | 25 |
|
|
2015
Q4 | $1.39M | Sell |
20,669
-2,609
| -11% | -$174K | 0.91% | 26 |
|
|
2015
Q3 | $1.38M | Buy |
23,278
+1,426
| +7% | +$89.8K | 1.53% | 9 |
|
|
2015
Q2 | $1.34M | Buy |
21,852
+123
| +0.6% | +$7.63K | 2.08% | 13 |
|
|
2015
Q1 | $1.32M | Buy |
+21,729
| New | +$1.21M | 2.02% | 16 |
|
Other funds holding MSCI
HighPoint Advisor Group's MSCI Position: Q1 2026 in Review
HighPoint Advisor Group sold out of MSCI (MSCI) in Q1 2026, closing a stake of 1,011 shares — an estimated $580K sold.
HighPoint Advisor Group first reported a position in MSCI in Q1 2015 and held it in 27 quarters. The position peaked at $2.17M in Q3 2021. 1,063 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.
- HighPoint Advisor Group reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
- HighPoint Advisor Group sold 1,011 MSCI shares in Q1 2026, an estimated $580K.
- HighPoint Advisor Group first reported a position in MSCI in Q1 2015 and held it in 27 quarters.
- HighPoint Advisor Group's MSCI position peaked at $2.17M in Q3 2021.
- 1,063 funds tracked by Wall St. Rank held MSCI as of Q1 2026.
Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.