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Urban Wealth Management’s MSCI MSCI Stock Holding History

Urban 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
Q2 		$71K Buy
+172
New +$74.9K 0.24% 78

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Urban Wealth Management's MSCI Position: Q2 2022 in Review

Urban Wealth Management opened a new position in MSCI (MSCI) in Q2 2022: 172 shares worth $71K. The stake represents 0.24% of the portfolio and ranks #78 among its holdings.

745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • Urban Wealth Management held 172 shares of MSCI worth $71K as of Q2 2022.
  • MSCI was a new Urban Wealth Management position in Q2 2022.
  • MSCI made up 0.24% of Urban Wealth Management's portfolio in Q2 2022, its #78 holding.
  • 745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.