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TD Ameritrade Investment Management’s MSCI MSCI Stock Holding History

TD Ameritrade 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
2023
Q2 		– Sell
-5
Closed -$3K – 581
2023
Q1 		$3K Hold
5
– – ﹤0.01% 451
2022
Q4 		$2K Sell
5
-12
-71% -$5.58K ﹤0.01% 505
2022
Q3 		$7K Sell
17
-11
-39% -$5.04K ﹤0.01% 404
2022
Q2 		$12K Buy
+28
New +$12.2K ﹤0.01% 421

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TD Ameritrade Investment Management's MSCI Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of MSCI (MSCI) in Q2 2023, closing a stake of 5 shares — an estimated $3K sold.

TD Ameritrade Investment Management first reported a position in MSCI in Q2 2022 and held it in 4 quarters. The position peaked at $12K in Q2 2022. 812 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 5 MSCI shares in Q2 2023, an estimated $3K.
  • TD Ameritrade Investment Management first reported a position in MSCI in Q2 2022 and held it in 4 quarters.
  • TD Ameritrade Investment Management's MSCI position peaked at $12K in Q2 2022.
  • 812 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.