Tradition Wealth Management’s MSCI MSCI Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-28	Closed	-$16K	–	885
2023 Q4	$16K	Sell	28 -1	-3%	-$516	﹤0.01%	899
2023 Q3	$15K	Buy	29 +1	+4%	+$525	﹤0.01%	923
2023 Q2	$13K	Hold	28	–	–	﹤0.01%	987
2023 Q1	$16K	Hold	28	–	–	﹤0.01%	883
2022 Q4	$13K	Buy	28 +3	+12%	+$1.4K	﹤0.01%	846
2022 Q3	$11K	Buy	25 +1	+4%	+$458	﹤0.01%	911
2022 Q2	$10K	Hold	24	–	–	﹤0.01%	826
2022 Q1	$12K	Hold	24	–	–	﹤0.01%	850
2021 Q4	$15K	Hold	24	–	–	﹤0.01%	801
2021 Q3	$15K	Hold	24	–	–	﹤0.01%	795
2021 Q2	$13K	Buy	+24	New	+$11.4K	﹤0.01%	874
2021 Q1	–	Sell	-24	Closed	-$11K	–	938
2020 Q4	$11K	Buy	+24	New	+$9.42K	﹤0.01%	710

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

Tradition Wealth Management's MSCI Position: Q1 2024 in Review

Tradition Wealth Management sold out of MSCI (MSCI) in Q1 2024, closing a stake of 28 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in MSCI in Q4 2020 and held it in 12 quarters. The position peaked at $16K in Q4 2023. 922 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

Tradition Wealth Management reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 28 MSCI shares in Q1 2024, an estimated $16K.
Tradition Wealth Management first reported a position in MSCI in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's MSCI position peaked at $16K in Q4 2023.
922 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.