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Stratos Investment Management’s MSCI MSCI Stock Holding History

Stratos Investment Management’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
2021
Q4 		– Sell
-403
Closed -$245K – 218
2021
Q3 		$245K Buy
+403
New +$246K 0.04% 216

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Stratos Investment Management's MSCI Position: Q4 2021 in Review

Stratos Investment Management sold out of MSCI (MSCI) in Q4 2021, closing a stake of 403 shares — an estimated $245K sold.

Stratos Investment Management first reported a position in MSCI in Q3 2021 and held it in 1 quarter. The position peaked at $245K in Q3 2021. 849 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

  • Stratos Investment Management reported no remaining MSCI position as of Q4 2021 after selling out during the quarter.
  • Stratos Investment Management sold 403 MSCI shares in Q4 2021, an estimated $245K.
  • Stratos Investment Management first reported a position in MSCI in Q3 2021 and held it in 1 quarter.
  • Stratos Investment Management's MSCI position peaked at $245K in Q3 2021.
  • 849 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

Based on Stratos Investment Management's 13F filing for Q4 2021, filed 14 Jan 2022.