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MorganRosel Wealth Management’s MSCI MSCI Stock Holding History

MorganRosel 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
2021
Q1 		– Sell
-2,182
Closed -$974K – 85
2020
Q4 		$974K Buy
2,182
+58
+3% +$22.8K 0.69% 30
2020
Q3 		$758K Buy
2,124
+87
+4% +$31.6K 0.61% 30
2020
Q2 		$680K Sell
2,037
-94
-4% -$30.4K 0.63% 29
2020
Q1 		$616K Sell
2,131
-955
-31% -$270K 0.7% 28
2019
Q4 		$797K Sell
3,086
-133
-4% -$32.4K 0.61% 31
2019
Q3 		$701K Buy
+3,219
New +$746K 0.58% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MorganRosel Wealth Management's MSCI Position: Q1 2021 in Review

MorganRosel Wealth Management sold out of MSCI (MSCI) in Q1 2021, closing a stake of 2,182 shares — an estimated $974K sold.

MorganRosel Wealth Management first reported a position in MSCI in Q3 2019 and held it in 6 quarters. The position peaked at $974K in Q4 2020. 735 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

  • MorganRosel Wealth Management reported no remaining MSCI position as of Q1 2021 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2,182 MSCI shares in Q1 2021, an estimated $974K.
  • MorganRosel Wealth Management first reported a position in MSCI in Q3 2019 and held it in 6 quarters.
  • MorganRosel Wealth Management's MSCI position peaked at $974K in Q4 2020.
  • 735 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on MorganRosel Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.