Hobbs Group Advisors’s MSCI MSCI Stock Holding History

Hobbs Group 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
2024 Q4	–	Sell	-19	Closed	-$11.1K	–	438
2024 Q3	$11.1K	Hold	19	–	–	﹤0.01%	411
2024 Q2	$9.15K	Buy	+19	New	+$9.43K	﹤0.01%	393
2023 Q4	$10.7K	Buy	+19	New	+$9.81K	﹤0.01%	344

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 $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Hobbs Group Advisors's MSCI Position: Q4 2024 in Review

Hobbs Group Advisors sold out of MSCI (MSCI) in Q4 2024, closing a stake of 19 shares — an estimated $11.1K sold.

Hobbs Group Advisors first reported a position in MSCI in Q4 2023 and held it in 3 quarters. The position peaked at $11.1K in Q3 2024. 1,070 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

Hobbs Group Advisors reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 19 MSCI shares in Q4 2024, an estimated $11.1K.
Hobbs Group Advisors first reported a position in MSCI in Q4 2023 and held it in 3 quarters.
Hobbs Group Advisors's MSCI position peaked at $11.1K in Q3 2024.
1,070 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.