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Stelac Advisory Services’s MSCI MSCI Stock Holding History

Stelac Advisory Services’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
2023
Q2 		– Sell
-1,226
Closed -$686K – 159
2023
Q1 		$686K Hold
1,226
– – 0.3% 53
2022
Q4 		$570K Buy
1,226
+76
+7% +$35.4K 0.26% 63
2022
Q3 		$485K Hold
1,150
– – 0.22% 77
2022
Q2 		$474K Buy
1,150
+784
+214% +$341K 0.19% 85
2022
Q1 		$184K Sell
366
-771
-68% -$400K 0.07% 115
2021
Q4 		$697K Buy
1,137
+82
+8% +$51.4K 0.19% 74
2021
Q3 		$642K Buy
1,055
+18
+2% +$11K 0.17% 90
2021
Q2 		$553K Buy
+1,037
New +$494K 0.13% 124

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Stelac Advisory Services's MSCI Position: Q2 2023 in Review

Stelac Advisory Services sold out of MSCI (MSCI) in Q2 2023, closing a stake of 1,226 shares — an estimated $686K sold.

Stelac Advisory Services first reported a position in MSCI in Q2 2021 and held it in 8 quarters. The position peaked at $697K in Q4 2021. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • Stelac Advisory Services reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • Stelac Advisory Services sold 1,226 MSCI shares in Q2 2023, an estimated $686K.
  • Stelac Advisory Services first reported a position in MSCI in Q2 2021 and held it in 8 quarters.
  • Stelac Advisory Services's MSCI position peaked at $697K in Q4 2021.
  • 813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on Stelac Advisory Services's 13F filing for Q2 2023, filed 10 Aug 2023.