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Sound View Wealth Advisors Group’s MSCI MSCI Stock Holding History

Sound View Wealth Advisors Group’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
Q2 		– Sell
-433
Closed -$243K – 369
2024
Q1 		$243K Buy
433
+13
+3% +$7.31K 0.03% 334
2023
Q4 		$237K Sell
420
-4
-0.9% -$2.06K 0.03% 343
2023
Q3 		$218K Buy
+424
New +$223K 0.03% 343
2023
Q1 		– Sell
-420
Closed -$237K – 398
2022
Q4 		$237K Buy
+420
New +$195K 0.03% 343

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sound View Wealth Advisors Group's MSCI Position: Q2 2024 in Review

Sound View Wealth Advisors Group sold out of MSCI (MSCI) in Q2 2024, closing a stake of 433 shares — an estimated $243K sold.

Sound View Wealth Advisors Group first reported a position in MSCI in Q4 2022 and held it in 4 quarters. The position peaked at $243K in Q1 2024. 937 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Sound View Wealth Advisors Group reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 433 MSCI shares in Q2 2024, an estimated $243K.
  • Sound View Wealth Advisors Group first reported a position in MSCI in Q4 2022 and held it in 4 quarters.
  • Sound View Wealth Advisors Group's MSCI position peaked at $243K in Q1 2024.
  • 937 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.