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RFP Financial Group’s MSCI MSCI Stock Holding History

RFP Financial 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
2024
Q1 		– Sell
-6
Closed -$3.39K – 914
2023
Q4 		$3.39K Hold
6
– – ﹤0.01% 606
2023
Q3 		$3.08K Hold
6
– – ﹤0.01% 579
2023
Q2 		$2.82K Hold
6
– – ﹤0.01% 635
2023
Q1 		$3.36K Hold
6
– – ﹤0.01% 443
2022
Q4 		$2.79K Buy
+6
New +$2.79K ﹤0.01% 596

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

RFP Financial Group's MSCI Position: Q1 2024 in Review

RFP Financial Group sold out of MSCI (MSCI) in Q1 2024, closing a stake of 6 shares — an estimated $3.39K sold.

RFP Financial Group first reported a position in MSCI in Q4 2022 and held it in 5 quarters. The position peaked at $3.39K in Q4 2023. 923 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

  • RFP Financial Group reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
  • RFP Financial Group sold 6 MSCI shares in Q1 2024, an estimated $3.39K.
  • RFP Financial Group first reported a position in MSCI in Q4 2022 and held it in 5 quarters.
  • RFP Financial Group's MSCI position peaked at $3.39K in Q4 2023.
  • 923 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on RFP Financial Group's 13F filing for Q1 2024, filed 9 May 2024.