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Western Pacific Wealth Management’s MSCI MSCI Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-20
Closed -$11.2K – 299
2023
Q1 		$11.2K Hold
20
– – 0.01% 203
2022
Q4 		$9.3K Hold
20
– – 0.01% 197
2022
Q3 		$8K Sell
20
-100
-83% -$45.8K 0.01% 199
2022
Q2 		$49K Hold
120
– – 0.05% 75
2022
Q1 		$60K Hold
120
– – 0.04% 83
2021
Q4 		$73K Buy
+120
New +$75.3K 0.05% 81

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 $3.38T AUM 44.17% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Western Pacific Wealth Management's MSCI Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of MSCI (MSCI) in Q2 2023, closing a stake of 20 shares — an estimated $11.2K sold.

Western Pacific Wealth Management first reported a position in MSCI in Q4 2021 and held it in 6 quarters. The position peaked at $73K in Q4 2021. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 20 MSCI shares in Q2 2023, an estimated $11.2K.
  • Western Pacific Wealth Management first reported a position in MSCI in Q4 2021 and held it in 6 quarters.
  • Western Pacific Wealth Management's MSCI position peaked at $73K in Q4 2021.
  • 813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.