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Sanctuary Wealth Management’s MSCI MSCI Stock Holding History

Sanctuary Wealth Management’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
Q4 		$1.2K Hold
2
– – ﹤0.01% 252
2024
Q3 		$1.17K Hold
2
– – ﹤0.01% 249
2024
Q2 		$964 Buy
+2
New +$992 ﹤0.01% 237

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sanctuary Wealth Management's MSCI Position: Q4 2024 in Review

Sanctuary Wealth Management held its MSCI (MSCI) position steady in Q4 2024 at 2 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Sanctuary Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 3 quarters since. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Sanctuary Wealth Management held 2 shares of MSCI worth $1.2K as of Q4 2024.
  • Sanctuary Wealth Management left its MSCI share count unchanged in Q4 2024.
  • MSCI made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #252 holding.
  • Sanctuary Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 3 quarters since.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.