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Tyler-Stone Wealth Management’s MSCI MSCI Stock Holding History

Tyler-Stone 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
2022
Q1 		– Sell
-2
Closed -$1K – 910
2021
Q4 		$1K Buy
+2
New +$1.25K ﹤0.01% 877

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Tyler-Stone Wealth Management's MSCI Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of MSCI (MSCI) in Q1 2022, closing a stake of 2 shares — an estimated $1K sold.

Tyler-Stone Wealth Management first reported a position in MSCI in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining MSCI position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 2 MSCI shares in Q1 2022, an estimated $1K.
  • Tyler-Stone Wealth Management first reported a position in MSCI in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's MSCI position peaked at $1K in Q4 2021.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.