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Patriot Financial Group Insurance Agency’s MSCI MSCI Stock Holding History

Patriot Financial Group Insurance Agency’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
-3
Closed -$2K – 2121
2022
Q1 		$2K Buy
+3
New +$1.56K ﹤0.01% 1860
2018
Q2 		– Sell
-110
Closed -$16K – 802
2018
Q1 		$16K Hold
110
– – 0.01% 514
2017
Q4 		$15K Buy
110
+50
+83% +$6.24K 0.01% 514
2017
Q3 		$7K Hold
60
– – 0.01% 633
2017
Q2 		$6K Buy
+60
New +$6.04K 0.01% 647

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MSCI Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of MSCI (MSCI) in Q2 2022, closing a stake of 3 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in MSCI in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q1 2018. 747 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 MSCI shares in Q2 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in MSCI in Q2 2017 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's MSCI position peaked at $16K in Q1 2018.
  • 747 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.