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Long Island Wealth Management’s MSCI MSCI Stock Holding History

Long Island 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
2024
Q1 		– Sell
-12
Closed -$7K – 281
2023
Q4 		$7K Buy
+12
New +$6.19K 0.01% 239

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Long Island Wealth Management's MSCI Position: Q1 2024 in Review

Long Island Wealth Management sold out of MSCI (MSCI) in Q1 2024, closing a stake of 12 shares — an estimated $7K sold.

Long Island Wealth Management first reported a position in MSCI in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 919 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • Long Island Wealth Management reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 12 MSCI shares in Q1 2024, an estimated $7K.
  • Long Island Wealth Management first reported a position in MSCI in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's MSCI position peaked at $7K in Q4 2023.
  • 919 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.