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SWA
SOA Wealth Advisors’s
Madison Square Garden
MSGS
Stock Holding History
SOA Wealth Advisors’s Portfolio
MSGS Stock Details
MSGS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$22.5K
Hold
70
–
–
﹤0.01%
484
2025
Q4
$18.1K
Hold
70
–
–
﹤0.01%
519
2025
Q3
$15.9K
Hold
70
–
–
﹤0.01%
553
2025
Q2
$14.6K
Hold
70
–
–
﹤0.01%
555
2025
Q1
$13.6K
Hold
70
–
–
﹤0.01%
529
2024
Q4
$15.8K
Hold
70
–
–
﹤0.01%
490
2024
Q3
$14.6K
Hold
70
–
–
﹤0.01%
493
2024
Q2
$13.2K
Sell
70
-4
-5%
-$742
﹤0.01%
497
2024
Q1
$13.7K
Hold
74
–
–
﹤0.01%
500
2023
Q4
$13.5K
Buy
74
+70
+1,750%
+$12.1K
﹤0.01%
487
2023
Q3
$705
Hold
4
–
–
﹤0.01%
799
2023
Q2
$752
Hold
4
–
–
﹤0.01%
804
2023
Q1
$779
Hold
4
–
–
﹤0.01%
814
2022
Q4
$733
Hold
4
–
–
﹤0.01%
821
2022
Q3
$0
Hold
4
–
–
﹤0.01%
929
2022
Q2
$0
Hold
4
–
–
﹤0.01%
950
2022
Q1
$0
Hold
4
–
–
﹤0.01%
971
2021
Q4
$0
Hold
4
–
–
﹤0.01%
943
2021
Q3
$0
Hold
4
–
–
﹤0.01%
958
2021
Q2
$0
Hold
4
–
–
﹤0.01%
933
2021
Q1
$0
Hold
4
–
–
﹤0.01%
885
2020
Q4
$0
Buy
+4
New
+$658
﹤0.01%
856
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30.48%
1-Year Est. Return
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1-Year Est. Return
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$145B AUM
22.78%
1-Year Est. Return
AI
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$8.93B AUM
29.58%
1-Year Est. Return
Gates Foundation Trust
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$31.7B AUM
20.52%
1-Year Est. Return
GI
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$10.2B AUM
30.27%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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