PWMG
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Prestige Wealth Management Group’s MSC Industrial Direct MSM Stock Holding History

Prestige Wealth Management Group’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
2021
Q3 		– Sell
-4
Closed – – 1025
2021
Q2 		$0 Hold
4
– – ﹤0.01% 1006
2021
Q1 		$0 Hold
4
– – ﹤0.01% 1006
2020
Q4 		$0 Buy
+4
New +$309 ﹤0.01% 1000
2019
Q1 		– Sell
-10
Closed -$1K – 894
2018
Q4 		$1K Buy
+10
New +$829 ﹤0.01% 1073

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YAM
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State Street
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EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
SIM
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Prestige Wealth Management Group's MSM Position: Q3 2021 in Review

Prestige Wealth Management Group sold out of MSC Industrial Direct (MSM) in Q3 2021, closing a stake of 4 shares.

Prestige Wealth Management Group first reported a position in MSM in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 354 funds tracked by Wall St. Rank hold MSM as of Q3 2021.

  • Prestige Wealth Management Group reported no remaining MSC Industrial Direct position as of Q3 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 4 MSC Industrial Direct shares in Q3 2021.
  • Prestige Wealth Management Group first reported a position in MSC Industrial Direct in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's MSC Industrial Direct position peaked at $1K in Q4 2018.
  • 354 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2021.

Based on Prestige Wealth Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.