Sutton Wealth Advisors’s MSCI MSCI Stock Holding History

Sutton Wealth 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
2023 Q3	$9.75K	Buy	19 +7	+58%	+$3.68K	﹤0.01%	475
2023 Q2	$5.63K	Hold	12	–	–	﹤0.01%	546
2023 Q1	$6.72K	Sell	12 -3	-20%	-$1.59K	﹤0.01%	486
2022 Q4	$6.98K	Buy	15 +2	+15%	+$931	﹤0.01%	1042
2022 Q3	$5.48K	Hold	13	–	–	﹤0.01%	1054
2022 Q2	$5.36K	Sell	13 -3	-19%	-$1.31K	﹤0.01%	1056
2022 Q1	$8.05K	Buy	16 +9	+129%	+$4.67K	﹤0.01%	1002
2021 Q4	$4.29K	Buy	7 +3	+75%	+$1.88K	﹤0.01%	1092
2021 Q3	$2.43K	Buy	4 +1	+33%	+$611	﹤0.01%	1146
2021 Q2	$1.6K	Hold	3	–	–	﹤0.01%	1189
2021 Q1	$1.26K	Hold	3	–	–	﹤0.01%	1185
2020 Q4	$1.34K	Hold	3	–	–	﹤0.01%	1150
2020 Q3	$1.07K	Hold	3	–	–	﹤0.01%	1128
2020 Q2	$1K	Buy	+3	New	+$970	﹤0.01%	1123
2019 Q4	–	Sell	-3	Closed	-$653	–	1186
2019 Q3	$653	Buy	+3	New	+$695	﹤0.01%	1146

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sutton Wealth Advisors's MSCI Position: Q3 2023 in Review

Sutton Wealth Advisors increased its MSCI (MSCI) stake by 58% in Q3 2023, buying an estimated $3.68K and bringing the position to 19 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Sutton Wealth Advisors first reported a position in MSCI in Q3 2019 and has held it in 15 quarters since. 830 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

Sutton Wealth Advisors held 19 shares of MSCI worth $9.75K as of Q3 2023.
Sutton Wealth Advisors bought 7 MSCI shares in Q3 2023, an estimated $3.68K.
MSCI made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #475 holding.
Sutton Wealth Advisors first reported a position in MSCI in Q3 2019 and has held it in 15 quarters since.
830 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.