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Regent Peak Wealth Advisors’s MSCI MSCI Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-251
Closed -$112K – 664
2020
Q4 		$112K Buy
+251
New +$98.5K 0.04% 202

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Regent Peak Wealth Advisors's MSCI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of MSCI (MSCI) in Q1 2021, closing a stake of 251 shares — an estimated $112K sold.

Regent Peak Wealth Advisors first reported a position in MSCI in Q4 2020 and held it in 1 quarter. The position peaked at $112K in Q4 2020. 735 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining MSCI position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 251 MSCI shares in Q1 2021, an estimated $112K.
  • Regent Peak Wealth Advisors first reported a position in MSCI in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's MSCI position peaked at $112K in Q4 2020.
  • 735 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.