WR Wealth Planners’s MSC Industrial Direct MSM Stock Holding History

WR Wealth Planners’s Portfolio MSM Stock Details MSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4	Closed	-$317	–	1188
2024 Q2	$317	Hold	4	–	–	﹤0.01%	1079
2024 Q1	$388	Buy	+4	New	+$392	﹤0.01%	1058
2023 Q3	–	Sell	-21	Closed	-$2K	–	933
2023 Q2	$2K	Sell	21 -21	-50%	-$1.93K	﹤0.01%	773
2023 Q1	$3.53K	Buy	+42	New	+$3.48K	﹤0.01%	728

Other funds holding MSM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

WR Wealth Planners's MSM Position: Q3 2024 in Review

WR Wealth Planners sold out of MSC Industrial Direct (MSM) in Q3 2024, closing a stake of 4 shares — an estimated $317 sold.

WR Wealth Planners first reported a position in MSM in Q1 2023 and held it in 4 quarters. The position peaked at $3.53K in Q1 2023. 411 funds tracked by Wall St. Rank hold MSM as of Q3 2024.

WR Wealth Planners reported no remaining MSC Industrial Direct position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 4 MSC Industrial Direct shares in Q3 2024, an estimated $317.
WR Wealth Planners first reported a position in MSC Industrial Direct in Q1 2023 and held it in 4 quarters.
WR Wealth Planners's MSC Industrial Direct position peaked at $3.53K in Q1 2023.
411 funds tracked by Wall St. Rank held MSC Industrial Direct as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.