SeaCrest Wealth Management’s MSCI MSCI Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-76	Closed	-$31K	–	1153
2022 Q2	$31K	Buy	+76	New	+$33.1K	﹤0.01%	1317
2019 Q2	–	Sell	-49	Closed	-$10K	–	1329
2019 Q1	$10K	Sell	49 -7	-13%	-$1.22K	﹤0.01%	1528
2018 Q4	$8K	Sell	56 -2	-3%	-$304	﹤0.01%	1554
2018 Q3	$10K	Sell	58 -1	-2%	-$174	﹤0.01%	1654
2018 Q2	$10K	Hold	59	–	–	﹤0.01%	1611
2018 Q1	$9K	Hold	59	–	–	﹤0.01%	1621
2017 Q4	$7K	Buy	+59	New	+$7.36K	﹤0.01%	1714

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

SeaCrest Wealth Management's MSCI Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of MSCI (MSCI) in Q3 2022, closing a stake of 76 shares — an estimated $31K sold.

SeaCrest Wealth Management first reported a position in MSCI in Q4 2017 and held it in 7 quarters. The position peaked at $31K in Q2 2022. 741 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

SeaCrest Wealth Management reported no remaining MSCI position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 76 MSCI shares in Q3 2022, an estimated $31K.
SeaCrest Wealth Management first reported a position in MSCI in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's MSCI position peaked at $31K in Q2 2022.
741 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.