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Money Concepts Capital’s MSCI MSCI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-182
Closed -$84.7K – 1968
2022
Q4 		$84.7K Sell
182
-9
-5% -$4.19K ﹤0.01% 1035
2022
Q3 		$81K Buy
191
+15
+9% +$6.87K ﹤0.01% 614
2022
Q2 		$74K Buy
176
+44
+33% +$19.2K 0.01% 631
2022
Q1 		$66K Buy
+132
New +$68.5K ﹤0.01% 1138

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Money Concepts Capital's MSCI Position: Q1 2023 in Review

Money Concepts Capital sold out of MSCI (MSCI) in Q1 2023, closing a stake of 182 shares — an estimated $84.7K sold.

Money Concepts Capital first reported a position in MSCI in Q1 2022 and held it in 4 quarters. The position peaked at $84.7K in Q4 2022. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

  • Money Concepts Capital reported no remaining MSCI position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 182 MSCI shares in Q1 2023, an estimated $84.7K.
  • Money Concepts Capital first reported a position in MSCI in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's MSCI position peaked at $84.7K in Q4 2022.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.