JWM
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Jessup Wealth Management’s MSCI MSCI Stock Holding History

Jessup Wealth Management’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
Q2 		– Sell
-13,851
Closed -$7.75M – 74
2023
Q1 		$7.75M Buy
13,851
+2,464
+22% +$1.3M 4.59% 6
2022
Q4 		$5.3M Buy
+11,387
New +$5.3M 3.36% 7

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Jessup Wealth Management's MSCI Position: Q2 2023 in Review

Jessup Wealth Management sold out of MSCI (MSCI) in Q2 2023, closing a stake of 13,851 shares — an estimated $7.75M sold.

Jessup Wealth Management first reported a position in MSCI in Q4 2022 and held it in 2 quarters. The position peaked at $7.75M in Q1 2023. 812 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • Jessup Wealth Management reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • Jessup Wealth Management sold 13,851 MSCI shares in Q2 2023, an estimated $7.75M.
  • Jessup Wealth Management first reported a position in MSCI in Q4 2022 and held it in 2 quarters.
  • Jessup Wealth Management's MSCI position peaked at $7.75M in Q1 2023.
  • 812 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on Jessup Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.