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West Family Investments’s MSCI MSCI Stock Holding History

West Family Investments’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 		– Sell
-448
Closed -$225K – 287
2022
Q1 		$225K Buy
448
+19
+4% +$9.85K 0.06% 243
2021
Q4 		$263K Sell
429
-41
-9% -$25.7K 0.07% 232
2021
Q3 		$286K Buy
470
+23
+5% +$14.1K 0.07% 221
2021
Q2 		$238K Buy
+447
New +$213K 0.06% 285

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Family Investments's MSCI Position: Q2 2022 in Review

West Family Investments sold out of MSCI (MSCI) in Q2 2022, closing a stake of 448 shares — an estimated $225K sold.

West Family Investments first reported a position in MSCI in Q2 2021 and held it in 4 quarters. The position peaked at $286K in Q3 2021. 746 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • West Family Investments reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
  • West Family Investments sold 448 MSCI shares in Q2 2022, an estimated $225K.
  • West Family Investments first reported a position in MSCI in Q2 2021 and held it in 4 quarters.
  • West Family Investments's MSCI position peaked at $286K in Q3 2021.
  • 746 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on West Family Investments's 13F filing for Q2 2022, filed 12 Aug 2022.