TCWP’s MSCI MSCI Stock Holding History

TCWP’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 Q2	–	Sell	-196	Closed	-$98K	–	1177
2022 Q1	$98K	Buy	+196	New	+$102K	0.02%	350

Other funds holding MSCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCWP's MSCI Position: Q2 2022 in Review

TCWP sold out of MSCI (MSCI) in Q2 2022, closing a stake of 196 shares — an estimated $98K sold.

TCWP first reported a position in MSCI in Q1 2022 and held it in 1 quarter. The position peaked at $98K in Q1 2022. 745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

TCWP reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
TCWP sold 196 MSCI shares in Q2 2022, an estimated $98K.
TCWP first reported a position in MSCI in Q1 2022 and held it in 1 quarter.
TCWP's MSCI position peaked at $98K in Q1 2022.
745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.