YorkBridge Wealth Partners’s MSCI MSCI Stock Holding History

YorkBridge Wealth Partners’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	-1,177	Closed	-$592K	–	288
2022 Q1	$592K	Sell	1,177 -2,678	-69%	-$1.39M	0.13%	124
2021 Q4	$2.36M	Buy	3,855 +102	+3%	+$64K	0.53%	47
2021 Q3	$2.28M	Buy	3,753 +130	+4%	+$79.4K	0.57%	49
2021 Q2	$1.93M	Buy	3,623 +20	+0.6%	+$9.53K	0.5%	55
2021 Q1	$1.51M	Sell	3,603 -730	-17%	-$307K	0.45%	59
2020 Q4	$1.94M	Buy	4,333 +190	+5%	+$74.5K	0.65%	44
2020 Q3	$1.48M	Sell	4,143 -567	-12%	-$206K	0.62%	50
2020 Q2	$1.57M	Buy	4,710 +1,075	+30%	+$348K	0.72%	43
2020 Q1	$1.05M	Sell	3,635 -218	-6%	-$61.7K	0.65%	51
2019 Q4	$995K	Buy	3,853 +142	+4%	+$34.6K	0.46%	65
2019 Q3	$808K	Buy	+3,711	New	+$860K	0.41%	68

Other funds holding MSCI

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

YorkBridge Wealth Partners's MSCI Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of MSCI (MSCI) in Q2 2022, closing a stake of 1,177 shares — an estimated $592K sold.

YorkBridge Wealth Partners first reported a position in MSCI in Q3 2019 and held it in 11 quarters. The position peaked at $2.36M in Q4 2021. 746 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

YorkBridge Wealth Partners reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,177 MSCI shares in Q2 2022, an estimated $592K.
YorkBridge Wealth Partners first reported a position in MSCI in Q3 2019 and held it in 11 quarters.
YorkBridge Wealth Partners's MSCI position peaked at $2.36M in Q4 2021.
746 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.