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Spearhead Capital Advisors’s MSCI MSCI Stock Holding History

Spearhead Capital Advisors’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
2022
Q3 		$494K Buy
1,171
+60
+5% +$27.5K 0.54% 61
2022
Q2 		$458K Buy
+1,111
New +$484K 0.07% 86

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Spearhead Capital Advisors's MSCI Position: Q3 2022 in Review

Spearhead Capital Advisors increased its MSCI (MSCI) stake by 5.4% in Q3 2022, buying an estimated $27.5K and bringing the position to 1,171 shares worth $494K. The position accounts for 0.54% of the portfolio, ranked #61.

Spearhead Capital Advisors first reported a position in MSCI in Q2 2022 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

  • Spearhead Capital Advisors held 1,171 shares of MSCI worth $494K as of Q3 2022.
  • Spearhead Capital Advisors bought 60 MSCI shares in Q3 2022, an estimated $27.5K.
  • MSCI made up 0.54% of Spearhead Capital Advisors's portfolio in Q3 2022, its #61 holding.
  • Spearhead Capital Advisors first reported a position in MSCI in Q2 2022 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.