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Wealthspire Advisors (Maryland)’s MSCI MSCI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$969K Buy
2,716
+1,529
+129% +$555K 0.03% 195
2020
Q2 		$396K Buy
1,187
+304
+34% +$98.3K 0.03% 295
2020
Q1 		$255K Sell
883
-233
-21% -$66K 0.02% 336
2019
Q4 		$288K Buy
1,116
+148
+15% +$36.1K 0.02% 387
2019
Q3 		$211K Buy
+968
New +$224K 0.02% 426
2019
Q2 		– Sell
-161
Closed -$32K – 1412
2019
Q1 		$32K Buy
161
+11
+7% +$1.91K ﹤0.01% 1081
2018
Q4 		$22K Buy
150
+109
+266% +$16.6K ﹤0.01% 1166
2018
Q3 		$7K Sell
41
-47
-53% -$8.16K ﹤0.01% 1668
2018
Q2 		$15K Buy
88
+51
+138% +$8.05K ﹤0.01% 1423
2018
Q1 		$6K Buy
37
+6
+19% +$860 ﹤0.01% 1747
2017
Q4 		$4K Sell
31
-40
-56% -$4.99K ﹤0.01% 1910
2017
Q3 		$8K Sell
71
-17
-19% -$1.89K ﹤0.01% 1657
2017
Q2 		$9K Buy
88
+10
+13% +$1.01K ﹤0.01% 1576
2017
Q1 		$8K Buy
78
+23
+42% +$2.08K ﹤0.01% 1407
2016
Q4 		$4K Buy
55
+34
+162% +$2.74K ﹤0.01% 1426
2016
Q3 		$2K Sell
21
-493
-96% -$41.9K ﹤0.01% 1558
2016
Q2 		$40K Buy
+514
New +$38.9K 0.01% 795

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 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 $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MSCI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its MSCI (MSCI) stake by 129% in Q3 2020, buying an estimated $555K and bringing the position to 2,716 shares worth $969K. The position accounts for 0.03% of the portfolio, ranked #195.

Wealthspire Advisors (Maryland) first reported a position in MSCI in Q2 2016 and has held it in 17 quarters since. 684 funds tracked by Wall St. Rank hold MSCI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,716 shares of MSCI worth $969K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,529 MSCI shares in Q3 2020, an estimated $555K.
  • MSCI made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #195 holding.
  • Wealthspire Advisors (Maryland) first reported a position in MSCI in Q2 2016 and has held it in 17 quarters since.
  • 684 funds tracked by Wall St. Rank held MSCI as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.