Sigma Planning Corp’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $338K | Sell |
626
-14
| -2% | -$7.89K | 0.01% | 1006 |
|
|
2025
Q4 | $367K | Sell |
640
-14
| -2% | -$7.85K | 0.01% | 931 |
|
|
2025
Q3 | $371K | Buy |
654
+103
| +19% | +$58.2K | 0.01% | 947 |
|
|
2025
Q2 | $318K | Sell |
551
-53
| -9% | -$29.3K | 0.01% | 968 |
|
|
2025
Q1 | $341K | Sell |
604
-42
| -7% | -$24.4K | 0.01% | 899 |
|
|
2024
Q4 | $388K | Buy |
646
+32
| +5% | +$19.2K | 0.01% | 832 |
|
|
2024
Q3 | $358K | Buy |
614
+6
| +1% | +$3.25K | 0.01% | 882 |
|
|
2024
Q2 | $293K | Sell |
608
-14
| -2% | -$6.95K | 0.01% | 937 |
|
|
2024
Q1 | $349K | Buy |
622
+264
| +74% | +$148K | 0.01% | 890 |
|
|
2023
Q4 | $202K | Sell |
358
-257
| -42% | -$133K | 0.02% | 779 |
|
|
2023
Q3 | $316K | Buy |
615
+81
| +15% | +$42.6K | 0.01% | 901 |
|
|
2023
Q2 | $251K | Sell |
534
-627
| -54% | -$306K | 0.01% | 1004 |
|
|
2023
Q1 | $650K | Buy |
1,161
+29
| +3% | +$15.3K | 0.02% | 698 |
|
|
2022
Q4 | $527K | Buy |
1,132
+44
| +4% | +$20.5K | 0.02% | 742 |
|
|
2022
Q3 | $459K | Buy |
1,088
+61
| +6% | +$27.9K | 0.02% | 765 |
|
|
2022
Q2 | $424K | Buy |
1,027
+31
| +3% | +$13.5K | 0.01% | 821 |
|
|
2022
Q1 | $501K | Sell |
996
-274
| -22% | -$142K | 0.02% | 842 |
|
|
2021
Q4 | $778K | Buy |
1,270
+50
| +4% | +$31.4K | 0.02% | 651 |
|
|
2021
Q3 | $742K | Sell |
1,220
-54
| -4% | -$33K | 0.02% | 650 |
|
|
2021
Q2 | $679K | Buy |
1,274
+8
| +0.6% | +$3.81K | 0.02% | 701 |
|
|
2021
Q1 | $531K | Buy |
1,266
+15
| +1% | +$6.3K | 0.02% | 746 |
|
|
2020
Q4 | $559K | Sell |
1,251
-272
| -18% | -$107K | 0.02% | 655 |
|
|
2020
Q3 | $544K | Sell |
1,523
-56
| -4% | -$20.3K | 0.02% | 579 |
|
|
2020
Q2 | $527K | Buy |
1,579
+181
| +13% | +$58.5K | 0.02% | 570 |
|
|
2020
Q1 | $404K | Sell |
1,398
-226
| -14% | -$64K | 0.02% | 554 |
|
|
2019
Q4 | $420K | Buy |
1,624
+445
| +38% | +$108K | 0.02% | 658 |
|
|
2019
Q3 | $257K | Sell |
1,179
-32
| -3% | -$7.41K | 0.01% | 834 |
|
|
2019
Q2 | $289K | Sell |
1,211
-561
| -32% | -$126K | 0.01% | 746 |
|
|
2019
Q1 | $352K | Buy |
1,772
+39
| +2% | +$6.79K | 0.02% | 624 |
|
|
2018
Q4 | $256K | Sell |
1,733
-1,790
| -51% | -$272K | 0.02% | 664 |
|
|
2018
Q3 | $625K | Buy |
3,523
+731
| +26% | +$127K | 0.04% | 418 |
|
|
2018
Q2 | $462K | Sell |
2,792
-620
| -18% | -$97.8K | 0.03% | 478 |
|
|
2018
Q1 | $510K | Buy |
3,412
+731
| +27% | +$105K | 0.04% | 432 |
|
|
2017
Q4 | $339K | Buy |
2,681
+1
| +0% | +$125 | 0.03% | 556 |
|
|
2017
Q3 | $313K | Buy |
2,680
+125
| +5% | +$13.9K | 0.03% | 588 |
|
|
2017
Q2 | $263K | Buy |
+2,555
| New | +$257K | 0.02% | 609 |
|
Other funds holding MSCI
VCM
VPM
Sigma Planning Corp's MSCI Position: Q1 2026 in Review
Sigma Planning Corp reduced its MSCI (MSCI) stake by 2.2% in Q1 2026, selling an estimated $7.89K and leaving 626 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #1006.
Sigma Planning Corp first reported a position in MSCI in Q2 2017 and has held it in 36 quarters since. The position peaked at $778K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.
- Sigma Planning Corp held 626 shares of MSCI worth $338K as of Q1 2026.
- Sigma Planning Corp sold 14 MSCI shares in Q1 2026, an estimated $7.89K.
- MSCI made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1006 holding.
- Sigma Planning Corp first reported a position in MSCI in Q2 2017 and has held it in 36 quarters since.
- Sigma Planning Corp's MSCI position peaked at $778K in Q4 2021.
- 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.