Pinnacle Family Advisors’s MSCI MSCI Stock Holding History

Pinnacle Family 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
2021 Q4	–	Sell	-564	Closed	-$343K	–	145
2021 Q3	$343K	Buy	+564	New	+$345K	0.15%	94

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Pinnacle Family Advisors's MSCI Position: Q4 2021 in Review

Pinnacle Family Advisors sold out of MSCI (MSCI) in Q4 2021, closing a stake of 564 shares — an estimated $343K sold.

Pinnacle Family Advisors first reported a position in MSCI in Q3 2021 and held it in 1 quarter. The position peaked at $343K in Q3 2021. 849 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

Pinnacle Family Advisors reported no remaining MSCI position as of Q4 2021 after selling out during the quarter.
Pinnacle Family Advisors sold 564 MSCI shares in Q4 2021, an estimated $343K.
Pinnacle Family Advisors first reported a position in MSCI in Q3 2021 and held it in 1 quarter.
Pinnacle Family Advisors's MSCI position peaked at $343K in Q3 2021.
849 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

Based on Pinnacle Family Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.