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National Wealth Management Group’s MSCI MSCI Stock Holding History

National Wealth Management Group’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
2024
Q1 		– Sell
-780
Closed -$441K – 151
2023
Q4 		$441K Buy
+780
New +$403K 0.43% 72

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

National Wealth Management Group's MSCI Position: Q1 2024 in Review

National Wealth Management Group sold out of MSCI (MSCI) in Q1 2024, closing a stake of 780 shares — an estimated $441K sold.

National Wealth Management Group first reported a position in MSCI in Q4 2023 and held it in 1 quarter. The position peaked at $441K in Q4 2023. 919 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • National Wealth Management Group reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
  • National Wealth Management Group sold 780 MSCI shares in Q1 2024, an estimated $441K.
  • National Wealth Management Group first reported a position in MSCI in Q4 2023 and held it in 1 quarter.
  • National Wealth Management Group's MSCI position peaked at $441K in Q4 2023.
  • 919 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on National Wealth Management Group's 13F filing for Q1 2024, filed 17 May 2024.