Tradewinds LLC’s MSCI MSCI Stock Holding History

Tradewinds LLC’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
2024 Q2	–	Sell	-2,731	Closed	-$1.54M	–	225
2024 Q1	$1.54M	Buy	+2,731	New	+$1.54M	0.74%	14

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tradewinds LLC's MSCI Position: Q2 2024 in Review

Tradewinds LLC sold out of MSCI (MSCI) in Q2 2024, closing a stake of 2,731 shares — an estimated $1.54M sold.

Tradewinds LLC first reported a position in MSCI in Q1 2024 and held it in 1 quarter. The position peaked at $1.54M in Q1 2024. 936 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

Tradewinds LLC reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
Tradewinds LLC sold 2,731 MSCI shares in Q2 2024, an estimated $1.54M.
Tradewinds LLC first reported a position in MSCI in Q1 2024 and held it in 1 quarter.
Tradewinds LLC's MSCI position peaked at $1.54M in Q1 2024.
936 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Tradewinds LLC's 13F filing for Q2 2024, filed 14 Aug 2024.