Arkadios Wealth Advisors Msci Inc. Transaction History

Arkadios Wealth Advisors

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$538.05 - $604.3 $193,159 - $216,943	-359 Reduced 47.93%	390 $218,000
Q4 2023 Jan 24, 2024	BUY	$471.55 - $570.6 $24,049 - $29,100	51 Added 7.31%	749 $423,000
Q3 2023 Oct 13, 2023	SELL	$469.46 - $557.25 $1,408 - $1,671	-3 Reduced 0.43%	698 $358,000
Q2 2023 Jul 26, 2023	BUY	$456.98 - $557.37 $320,342 - $390,716	701 New	701 $328,000
Q4 2021 Feb 03, 2022	SELL	$579.3 - $675.15 $64,881 - $75,616	-112 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$534.03 - $661.37 $7,476 - $9,259	-14 Reduced 11.11%	112 $68,000
Q2 2021 Jul 28, 2021	BUY	$428.55 - $542.17 $25,713 - $32,530	60 Added 90.91%	126 $67,000
Q4 2020 Feb 09, 2021	SELL	$340.68 - $446.53 $20,781 - $27,238	-61 Reduced 48.03%	66 $29,000
Q3 2020 Nov 10, 2020	BUY	$339.25 - $394.0 $1,696 - $1,970	5 Added 4.1%	127 $46.4 Million
Q2 2020 Aug 10, 2020	BUY	$270.61 - $347.25 $17,319 - $22,224	64 Added 110.34%	122 $45 Million
Q4 2019 Feb 14, 2020	BUY	$212.7 - $266.32 $12,336 - $15,446	58 New	58 $14,000

1,080

68.7M

121K

189K

Ticker MSCI
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 79,958,200
Market Cap $48.1B
Description
MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other ? Private Assets. The Index segment provides indexes for use in various areas of the investment process, includin...

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

Stay updated on Arkadios Wealth Advisors with notifications on news.