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Solidarity Wealth’s MSCI MSCI Stock Holding History

Solidarity Wealth’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 		– Sell
-6,400
Closed -$3.73M – 97
2024
Q3 		$3.73M Hold
6,400
– – 1.01% 30
2024
Q2 		$3.08M Sell
6,400
-500
-7% -$248K 0.93% 29
2024
Q1 		$3.87M Buy
6,900
+2,200
+47% +$1.24M 1.21% 25
2023
Q4 		$2.66M Buy
+4,700
New +$2.43M 0.96% 37

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

Solidarity Wealth's MSCI Position: Q4 2024 in Review

Solidarity Wealth sold out of MSCI (MSCI) in Q4 2024, closing a stake of 6,400 shares — an estimated $3.73M sold.

Solidarity Wealth first reported a position in MSCI in Q4 2023 and held it in 4 quarters. The position peaked at $3.87M in Q1 2024. 1,068 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Solidarity Wealth reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • Solidarity Wealth sold 6,400 MSCI shares in Q4 2024, an estimated $3.73M.
  • Solidarity Wealth first reported a position in MSCI in Q4 2023 and held it in 4 quarters.
  • Solidarity Wealth's MSCI position peaked at $3.87M in Q1 2024.
  • 1,068 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Solidarity Wealth's 13F filing for Q4 2024, filed 16 Jan 2025.