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Wealth Advisory Solutions’s MSCI MSCI Stock Holding History

Wealth Advisory Solutions’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
2021
Q3 		$277K Sell
456
-4
-0.9% -$2.44K 0.06% 141
2021
Q2 		$245K Buy
+460
New +$219K 0.06% 146
2021
Q1 		– Sell
-607
Closed -$271K – 176
2020
Q4 		$271K Sell
607
-8
-1% -$3.14K 0.07% 131
2020
Q3 		$219K Sell
615
-49
-7% -$17.8K 0.06% 167
2020
Q2 		$221K Buy
+664
New +$215K 0.06% 165

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wealth Advisory Solutions's MSCI Position: Q3 2021 in Review

Wealth Advisory Solutions reduced its MSCI (MSCI) stake by 0.87% in Q3 2021, selling an estimated $2.44K and leaving 456 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #141.

Wealth Advisory Solutions first reported a position in MSCI in Q2 2020 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold MSCI as of Q3 2021.

  • Wealth Advisory Solutions held 456 shares of MSCI worth $277K as of Q3 2021.
  • Wealth Advisory Solutions sold 4 MSCI shares in Q3 2021, an estimated $2.44K.
  • MSCI made up 0.06% of Wealth Advisory Solutions's portfolio in Q3 2021, its #141 holding.
  • Wealth Advisory Solutions first reported a position in MSCI in Q2 2020 and has held it in 5 quarters since.
  • 808 funds tracked by Wall St. Rank held MSCI as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.