Personal Capital Advisors’s MSCI MSCI Stock Holding History

Personal Capital 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 Q4	$9.43M	Buy	20,269 +250	+1%	+$116K	0.05%	178
2022 Q3	$8.44M	Buy	20,019 +3,080	+18%	+$1.41M	0.05%	172
2022 Q2	$6.98M	Sell	16,939 -2,652	-14%	-$1.15M	0.04%	184
2022 Q1	$9.85M	Buy	19,591 +1,072	+6%	+$556K	0.05%	181
2021 Q4	$11.4M	Buy	18,519 +922	+5%	+$578K	0.05%	167
2021 Q3	$10.7M	Buy	17,597 +1,012	+6%	+$618K	0.05%	163
2021 Q2	$8.84M	Buy	16,585 +2,729	+20%	+$1.3M	0.05%	180
2021 Q1	$5.81M	Buy	+13,856	New	+$5.82M	0.03%	195

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Personal Capital Advisors's MSCI Position: Q4 2022 in Review

Personal Capital Advisors increased its MSCI (MSCI) stake by 1.2% in Q4 2022, buying an estimated $116K and bringing the position to 20,269 shares worth $9.43M. The position accounts for 0.05% of the portfolio, ranked #178.

Personal Capital Advisors first reported a position in MSCI in Q1 2021 and has held it in 8 quarters since. The position peaked at $11.4M in Q4 2021. 801 funds tracked by Wall St. Rank hold MSCI as of Q4 2022.

Personal Capital Advisors held 20,269 shares of MSCI worth $9.43M as of Q4 2022.
Personal Capital Advisors bought 250 MSCI shares in Q4 2022, an estimated $116K.
MSCI made up 0.05% of Personal Capital Advisors's portfolio in Q4 2022, its #178 holding.
Personal Capital Advisors first reported a position in MSCI in Q1 2021 and has held it in 8 quarters since.
Personal Capital Advisors's MSCI position peaked at $11.4M in Q4 2021.
801 funds tracked by Wall St. Rank held MSCI as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.