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Mitchell & Pahl Private Wealth’s MSCI MSCI Stock Holding History

Mitchell & Pahl Private Wealth’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
2022
Q2 		– Sell
-954
Closed -$480K – 166
2022
Q1 		$480K Buy
954
+107
+13% +$55.5K 0.31% 104
2021
Q4 		$519K Buy
847
+139
+20% +$87.2K 0.33% 97
2021
Q3 		$431K Buy
708
+9
+1% +$5.5K 0.31% 100
2021
Q2 		$373K Buy
699
+84
+14% +$40K 0.27% 113
2021
Q1 		$258K Buy
615
+22
+4% +$9.24K 0.2% 129
2020
Q4 		$265K Buy
+593
New +$233K 0.22% 126

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitchell & Pahl Private Wealth's MSCI Position: Q2 2022 in Review

Mitchell & Pahl Private Wealth sold out of MSCI (MSCI) in Q2 2022, closing a stake of 954 shares — an estimated $480K sold.

Mitchell & Pahl Private Wealth first reported a position in MSCI in Q4 2020 and held it in 6 quarters. The position peaked at $519K in Q4 2021. 745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • Mitchell & Pahl Private Wealth reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 954 MSCI shares in Q2 2022, an estimated $480K.
  • Mitchell & Pahl Private Wealth first reported a position in MSCI in Q4 2020 and held it in 6 quarters.
  • Mitchell & Pahl Private Wealth's MSCI position peaked at $519K in Q4 2021.
  • 745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.