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Tucker Asset Management’s MSCI MSCI Stock Holding History

Tucker Asset 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
2023
Q4 		– Sell
-17
Closed -$8.72K – 1523
2023
Q3 		$8.72K Hold
17
– – ﹤0.01% 681
2023
Q2 		$7.98K Hold
17
– – ﹤0.01% 585
2023
Q1 		$9.52K Buy
+17
New +$8.99K ﹤0.01% 561

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tucker Asset Management's MSCI Position: Q4 2023 in Review

Tucker Asset Management sold out of MSCI (MSCI) in Q4 2023, closing a stake of 17 shares — an estimated $8.72K sold.

Tucker Asset Management first reported a position in MSCI in Q1 2023 and held it in 3 quarters. The position peaked at $9.52K in Q1 2023. 879 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

  • Tucker Asset Management reported no remaining MSCI position as of Q4 2023 after selling out during the quarter.
  • Tucker Asset Management sold 17 MSCI shares in Q4 2023, an estimated $8.72K.
  • Tucker Asset Management first reported a position in MSCI in Q1 2023 and held it in 3 quarters.
  • Tucker Asset Management's MSCI position peaked at $9.52K in Q1 2023.
  • 879 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.