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Householder Group Estate & Retirement Specialist’s MSCI MSCI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-41
Closed -$21K – 1265
2023
Q3 		$21K Buy
+41
New +$21.5K 0.01% 633
2023
Q1 		$23K Hold
41
– – 0.01% 612
2022
Q4 		$19K Sell
41
-82
-67% -$38.2K 0.03% 172
2022
Q3 		$51K Buy
+123
New +$56.3K 0.02% 397

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MSCI Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of MSCI (MSCI) in Q4 2023, closing a stake of 41 shares — an estimated $21K sold.

Householder Group Estate & Retirement Specialist first reported a position in MSCI in Q3 2022 and held it in 4 quarters. The position peaked at $51K in Q3 2022. 876 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining MSCI position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 41 MSCI shares in Q4 2023, an estimated $21K.
  • Householder Group Estate & Retirement Specialist first reported a position in MSCI in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's MSCI position peaked at $51K in Q3 2022.
  • 876 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.