Triad Wealth Partners’s MSCI MSCI Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-5	Closed	-$2.41K	–	584
2024 Q2	$2.41K	Buy	+5	New	+$2.48K	﹤0.01%	728

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

BAMCO Inc New York $66.6B AUM 7.35% 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

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

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

Triad Wealth Partners's MSCI Position: Q3 2024 in Review

Triad Wealth Partners sold out of MSCI (MSCI) in Q3 2024, closing a stake of 5 shares — an estimated $2.41K sold.

Triad Wealth Partners first reported a position in MSCI in Q2 2024 and held it in 1 quarter. The position peaked at $2.41K in Q2 2024. 998 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

Triad Wealth Partners reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 5 MSCI shares in Q3 2024, an estimated $2.41K.
Triad Wealth Partners first reported a position in MSCI in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's MSCI position peaked at $2.41K in Q2 2024.
998 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.