MCIA
MSCI icon

Mountain Capital Investment Advisors’s MSCI MSCI Stock Holding History

Mountain Capital Investment Advisors’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
-1,070
Closed -$520K – 90
2022
Q1 		$520K Sell
1,070
-332
-24% -$172K 0.25% 78
2021
Q4 		$776K Buy
1,402
+223
+19% +$140K 0.35% 91
2021
Q3 		$707K Sell
1,179
-7
-0.6% -$4.28K 0.37% 93
2021
Q2 		$656K Sell
1,186
-64
-5% -$30.5K 0.3% 95
2021
Q1 		$575K Sell
1,250
-447
-26% -$188K 0.29% 113
2020
Q4 		$767K Sell
1,697
-562
-25% -$221K 0.46% 78
2020
Q3 		$797K Buy
+2,259
New +$820K 0.51% 67

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 $3.38T AUM 44.17% 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

Mountain Capital Investment Advisors's MSCI Position: Q2 2022 in Review

Mountain Capital Investment Advisors sold out of MSCI (MSCI) in Q2 2022, closing a stake of 1,070 shares — an estimated $520K sold.

Mountain Capital Investment Advisors first reported a position in MSCI in Q3 2020 and held it in 7 quarters. The position peaked at $797K in Q3 2020. 745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • Mountain Capital Investment Advisors reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,070 MSCI shares in Q2 2022, an estimated $520K.
  • Mountain Capital Investment Advisors first reported a position in MSCI in Q3 2020 and held it in 7 quarters.
  • Mountain Capital Investment Advisors's MSCI position peaked at $797K in Q3 2020.
  • 745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.