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One Wealth Management Investment & Advisory Services’s MSCI MSCI Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-959
Closed -$462K – 104
2024
Q2 		$462K Buy
+959
New +$476K 0.18% 69

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's MSCI Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of MSCI (MSCI) in Q3 2024, closing a stake of 959 shares — an estimated $462K sold.

One Wealth Management Investment & Advisory Services first reported a position in MSCI in Q2 2024 and held it in 1 quarter. The position peaked at $462K in Q2 2024. 998 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 959 MSCI shares in Q3 2024, an estimated $462K.
  • One Wealth Management Investment & Advisory Services first reported a position in MSCI in Q2 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's MSCI position peaked at $462K in Q2 2024.
  • 998 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.