MSA
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Marino Stram & Associates’s MSCI MSCI Stock Holding History

Marino Stram & Associates’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
2021
Q3 		– Sell
-3,623
Closed -$1.93M – 234
2021
Q2 		$1.93M Buy
+3,623
New +$1.73M 0.5% 55
2019
Q2 		– Sell
-14
Closed -$3K – 390
2019
Q1 		$3K Buy
14
+1
+8% +$174 ﹤0.01% 479
2018
Q4 		$2K Buy
+13
New +$1.98K ﹤0.01% 495

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Marino Stram & Associates's MSCI Position: Q3 2021 in Review

Marino Stram & Associates sold out of MSCI (MSCI) in Q3 2021, closing a stake of 3,623 shares — an estimated $1.93M sold.

Marino Stram & Associates first reported a position in MSCI in Q4 2018 and held it in 3 quarters. The position peaked at $1.93M in Q2 2021. 808 funds tracked by Wall St. Rank hold MSCI as of Q3 2021.

  • Marino Stram & Associates reported no remaining MSCI position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 3,623 MSCI shares in Q3 2021, an estimated $1.93M.
  • Marino Stram & Associates first reported a position in MSCI in Q4 2018 and held it in 3 quarters.
  • Marino Stram & Associates's MSCI position peaked at $1.93M in Q2 2021.
  • 808 funds tracked by Wall St. Rank held MSCI as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.