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Resurgent Financial Advisors’s MSCI MSCI Stock Holding History

Resurgent Financial 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
2023
Q4 		– Sell
-88
Closed -$45.2K – 521
2023
Q3 		$45.2K Sell
88
-17
-16% -$8.93K 0.03% 341
2023
Q2 		$49.3K Sell
105
-1
-0.9% -$488 0.03% 333
2023
Q1 		$59.3K Sell
106
-54
-34% -$28.6K 0.04% 306
2022
Q4 		$74.4K Buy
+160
New +$74.4K 0.04% 355

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Resurgent Financial Advisors's MSCI Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of MSCI (MSCI) in Q4 2023, closing a stake of 88 shares — an estimated $45.2K sold.

Resurgent Financial Advisors first reported a position in MSCI in Q4 2022 and held it in 4 quarters. The position peaked at $74.4K in Q4 2022. 879 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining MSCI position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 88 MSCI shares in Q4 2023, an estimated $45.2K.
  • Resurgent Financial Advisors first reported a position in MSCI in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's MSCI position peaked at $74.4K in Q4 2022.
  • 879 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.