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Selective Wealth Management’s Mine Safety MSA Stock Holding History

Selective Wealth Management’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-600
Closed -$66K – 494
2022
Q3 		$66K Hold
600
– – 0.03% 262
2022
Q2 		$73K Hold
600
– – 0.03% 264
2022
Q1 		$80K Hold
600
– – 0.03% 235
2021
Q4 		$91K Hold
600
– – 0.04% 206
2021
Q3 		$87K Buy
+600
New +$95.3K 0.05% 199

Other funds holding MSA

APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Selective Wealth Management's MSA Position: Q4 2022 in Review

Selective Wealth Management sold out of Mine Safety (MSA) in Q4 2022, closing a stake of 600 shares — an estimated $66K sold.

Selective Wealth Management first reported a position in MSA in Q3 2021 and held it in 5 quarters. The position peaked at $91K in Q4 2021. 270 funds tracked by Wall St. Rank hold MSA as of Q4 2022.

  • Selective Wealth Management reported no remaining Mine Safety position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 600 Mine Safety shares in Q4 2022, an estimated $66K.
  • Selective Wealth Management first reported a position in Mine Safety in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Mine Safety position peaked at $91K in Q4 2021.
  • 270 funds tracked by Wall St. Rank held Mine Safety as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.