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Personal CFO Solutions’s MSC Industrial Direct MSM Stock Holding History

Personal CFO Solutions’s Portfolio MSM Stock Details MSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,768
Closed -$233K – 501
2021
Q4 		$233K Sell
2,768
-511
-16% -$42.7K 0.04% 401
2021
Q3 		$263K Sell
3,279
-316
-9% -$26.8K 0.05% 340
2021
Q2 		$323K Buy
3,595
+50
+1% +$4.57K 0.07% 270
2021
Q1 		$320K Buy
3,545
+84
+2% +$7.16K 0.07% 242
2020
Q4 		$292K Sell
3,461
-861
-20% -$66.5K 0.07% 252
2020
Q3 		$0 Buy
4,322
+1,565
+57% +$104K ﹤0.01% 265
2020
Q2 		$201K Buy
+2,757
New +$178K 0.06% 291
2020
Q1 		– Sell
-5,678
Closed -$443K – 334
2019
Q4 		$443K Buy
+5,678
New +$419K 0.13% 164

Other funds holding MSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NC
Nitorum Capital New York $147M AUM 45.08% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Personal CFO Solutions's MSM Position: Q1 2022 in Review

Personal CFO Solutions sold out of MSC Industrial Direct (MSM) in Q1 2022, closing a stake of 2,768 shares — an estimated $233K sold.

Personal CFO Solutions first reported a position in MSM in Q4 2019 and held it in 8 quarters. The position peaked at $443K in Q4 2019. 369 funds tracked by Wall St. Rank hold MSM as of Q1 2022.

  • Personal CFO Solutions reported no remaining MSC Industrial Direct position as of Q1 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 2,768 MSC Industrial Direct shares in Q1 2022, an estimated $233K.
  • Personal CFO Solutions first reported a position in MSC Industrial Direct in Q4 2019 and held it in 8 quarters.
  • Personal CFO Solutions's MSC Industrial Direct position peaked at $443K in Q4 2019.
  • 369 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.