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TRUE Private Wealth Advisors’s MSCI MSCI Stock Holding History

TRUE Private Wealth Advisors’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
-837
Closed -$403K – 256
2024
Q2 		$403K Buy
837
+40
+5% +$19.8K 0.05% 187
2024
Q1 		$447K Buy
797
+56
+8% +$31.5K 0.05% 173
2023
Q4 		$419K Buy
741
+187
+34% +$96.5K 0.05% 177
2023
Q3 		$284K Buy
554
+98
+21% +$51.5K 0.04% 200
2023
Q2 		$214K Buy
+456
New +$222K 0.03% 226
2018
Q4 		– Sell
-158
Closed -$28K – 667
2018
Q3 		$28K Buy
+158
New +$27.4K ﹤0.01% 554

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 $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TRUE Private Wealth Advisors's MSCI Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of MSCI (MSCI) in Q3 2024, closing a stake of 837 shares — an estimated $403K sold.

TRUE Private Wealth Advisors first reported a position in MSCI in Q3 2018 and held it in 6 quarters. The position peaked at $447K in Q1 2024. 998 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 837 MSCI shares in Q3 2024, an estimated $403K.
  • TRUE Private Wealth Advisors first reported a position in MSCI in Q3 2018 and held it in 6 quarters.
  • TRUE Private Wealth Advisors's MSCI position peaked at $447K in Q1 2024.
  • 998 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.