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TrinityPoint Wealth’s MSCI MSCI Stock Holding History

TrinityPoint Wealth’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
Q3 		– Sell
-2,575
Closed -$1.06M – 291
2022
Q2 		$1.06M Buy
2,575
+315
+14% +$137K 0.23% 97
2022
Q1 		$1.14M Buy
2,260
+1,931
+587% +$1M 0.21% 103
2021
Q4 		$202K Sell
329
-12
-4% -$7.53K 0.04% 298
2021
Q3 		$207K Buy
+341
New +$208K 0.04% 290

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

TrinityPoint Wealth's MSCI Position: Q3 2022 in Review

TrinityPoint Wealth sold out of MSCI (MSCI) in Q3 2022, closing a stake of 2,575 shares — an estimated $1.06M sold.

TrinityPoint Wealth first reported a position in MSCI in Q3 2021 and held it in 4 quarters. The position peaked at $1.14M in Q1 2022. 741 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

  • TrinityPoint Wealth reported no remaining MSCI position as of Q3 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,575 MSCI shares in Q3 2022, an estimated $1.06M.
  • TrinityPoint Wealth first reported a position in MSCI in Q3 2021 and held it in 4 quarters.
  • TrinityPoint Wealth's MSCI position peaked at $1.14M in Q1 2022.
  • 741 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on TrinityPoint Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.