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Western Financial Corp’s MSCI MSCI Stock Holding History

Western Financial Corp’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
-1,067
Closed -$537K – 100
2022
Q1 		$537K Sell
1,067
-133
-11% -$69K 0.31% 69
2021
Q4 		$735K Buy
1,200
+235
+24% +$147K 0.39% 56
2021
Q3 		$587K Sell
965
-134
-12% -$81.9K 0.35% 55
2021
Q2 		$586K Buy
1,099
+94
+9% +$44.8K 0.32% 52
2021
Q1 		$422K Buy
1,005
+109
+12% +$45.8K 0.26% 56
2020
Q4 		$399K Buy
+896
New +$352K 0.26% 55

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

Western Financial Corp's MSCI Position: Q2 2022 in Review

Western Financial Corp sold out of MSCI (MSCI) in Q2 2022, closing a stake of 1,067 shares — an estimated $537K sold.

Western Financial Corp first reported a position in MSCI in Q4 2020 and held it in 6 quarters. The position peaked at $735K in Q4 2021. 745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

  • Western Financial Corp reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
  • Western Financial Corp sold 1,067 MSCI shares in Q2 2022, an estimated $537K.
  • Western Financial Corp first reported a position in MSCI in Q4 2020 and held it in 6 quarters.
  • Western Financial Corp's MSCI position peaked at $735K in Q4 2021.
  • 745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on Western Financial Corp's 13F filing for Q2 2022, filed 22 Jul 2022.