A detailed history of Jfs Wealth Advisors, LLC transactions in Msci Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 61 shares of MSCI stock, worth $36,974. This represents 0.0% of its overall portfolio holdings.

Number of Shares
61
Previous 173 64.74%
Holding current value
$36,974
Previous $83,000 57.83%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$479.31 - $584.91 $53,682 - $65,509
-112 Reduced 64.74%
61 $35,000
Q2 2024

Jul 15, 2024

SELL
$446.0 - $554.83 $1,338 - $1,664
-3 Reduced 1.7%
173 $83,000
Q1 2024

Apr 30, 2024

BUY
$538.05 - $604.3 $538 - $604
1 Added 0.57%
176 $98,000
Q4 2023

Feb 07, 2024

BUY
$471.55 - $570.6 $18,390 - $22,253
39 Added 28.68%
175 $98,000
Q2 2023

Aug 07, 2023

SELL
$456.98 - $557.37 $913 - $1,114
-2 Reduced 1.45%
136 $63,000
Q1 2023

Apr 19, 2023

SELL
$459.12 - $568.44 $459 - $568
-1 Reduced 0.72%
138 $77,000
Q4 2022

Feb 13, 2023

BUY
$388.72 - $521.76 $1,554 - $2,087
4 Added 2.96%
139 $64,000
Q3 2022

Oct 21, 2022

BUY
$410.11 - $512.12 $410 - $512
1 Added 0.75%
135 $57,000
Q2 2022

Aug 02, 2022

BUY
$379.08 - $519.51 $4,169 - $5,714
11 Added 8.94%
134 $55,000
Q1 2022

May 02, 2022

BUY
$456.63 - $595.58 $2,739 - $3,573
6 Added 5.13%
123 $62,000
Q4 2021

Feb 03, 2022

BUY
$579.3 - $675.15 $67,778 - $78,992
117 New
117 $72,000

Others Institutions Holding MSCI

About MSCI Inc.


  • Ticker MSCI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 79,958,200
  • Market Cap $48.5B
  • 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...
More about MSCI
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