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WealthPLAN Partners’s MSCI MSCI Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-5
Closed -$2.35K – 817
2023
Q2 		$2.35K Hold
5
– – ﹤0.01% 1054
2023
Q1 		$2.8K Buy
+5
New +$2.65K ﹤0.01% 1090
2021
Q4 		– Sell
-344
Closed -$219K – 388
2021
Q3 		$219K Buy
344
+10
+3% +$6.11K 0.01% 354
2021
Q2 		$209K Buy
+334
New +$159K 0.01% 338

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

WealthPLAN Partners's MSCI Position: Q3 2023 in Review

WealthPLAN Partners sold out of MSCI (MSCI) in Q3 2023, closing a stake of 5 shares — an estimated $2.35K sold.

WealthPLAN Partners first reported a position in MSCI in Q2 2021 and held it in 4 quarters. The position peaked at $219K in Q3 2021. 830 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

  • WealthPLAN Partners reported no remaining MSCI position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 5 MSCI shares in Q3 2023, an estimated $2.35K.
  • WealthPLAN Partners first reported a position in MSCI in Q2 2021 and held it in 4 quarters.
  • WealthPLAN Partners's MSCI position peaked at $219K in Q3 2021.
  • 830 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.