Synergy Asset Management’s MSCI MSCI Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-14	Closed	-$8.16K	–	553
2024 Q4	$8.16K	Buy	+14	New	+$8.4K	﹤0.01%	505

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Synergy Asset Management's MSCI Position: Q1 2025 in Review

Synergy Asset Management sold out of MSCI (MSCI) in Q1 2025, closing a stake of 14 shares — an estimated $8.16K sold.

Synergy Asset Management first reported a position in MSCI in Q4 2024 and held it in 1 quarter. The position peaked at $8.16K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Synergy Asset Management reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 14 MSCI shares in Q1 2025, an estimated $8.16K.
Synergy Asset Management first reported a position in MSCI in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's MSCI position peaked at $8.16K in Q4 2024.
1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.