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Polaris Wealth Advisory Group’s MSCI MSCI Stock Holding History

Polaris Wealth Advisory Group’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
Q1 		– Sell
-53,410
Closed -$24.2M – 189
2020
Q4 		$24.2M Buy
+53,410
New +$21M 1.81% 15

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Polaris Wealth Advisory Group's MSCI Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of MSCI (MSCI) in Q1 2021, closing a stake of 53,410 shares — an estimated $24.2M sold.

Polaris Wealth Advisory Group first reported a position in MSCI in Q4 2020 and held it in 1 quarter. The position peaked at $24.2M in Q4 2020. 736 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

  • Polaris Wealth Advisory Group reported no remaining MSCI position as of Q1 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 53,410 MSCI shares in Q1 2021, an estimated $24.2M.
  • Polaris Wealth Advisory Group first reported a position in MSCI in Q4 2020 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's MSCI position peaked at $24.2M in Q4 2020.
  • 736 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.