Msh Capital Advisors LLC Closed Holding Positions

Msh Capital Advisors LLC

  • $318 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
World Gold Tr
Q1 2022 Filed on Feb 13, 2025
11,499
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2022 Filed on Feb 13, 2025
14,524
$75.21 - $77.95 $1.09M - $1.13M
GSK
Gsk PLC

Healthcare
Q4 2024 Filed on Feb 13, 2025
11,656
$33.35 - $40.3 $389K - $470K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2022 Filed on Feb 13, 2025
3,911
$62.75 - $78.76 $245K - $308K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2022 Filed on Feb 13, 2025
1,121
$163.9 - $207.91 $184K - $233K
IXUS
Ishares Tr

ETFs
Q1 2022 Filed on Feb 13, 2025
7,771
$61.54 - $72.2 $478K - $561K
PPBI
Pacific Premier Bancorp Inc

Financial Services
Q2 2022 Filed on Feb 13, 2025
6,059
$28.2 - $35.84 $171K - $217K
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on Feb 13, 2025
1,130
$141.29 - $188.69 $160K - $213K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Feb 13, 2025
5,190
$44.64 - $55.71 $232K - $289K
GIM
Templeton Global Income Fund

Financial Services
Q1 2022 Filed on Feb 13, 2025
25,824
$4.73 - $5.25 $122K - $136K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q4 2022 Filed on Feb 13, 2025
11,175
$4.34 - $5.32 $48.5K - $59.5K
INMU
Blackrock ETF Tr Ii Intermedia
Q4 2023 Filed on Feb 13, 2025
12,908
$22.2 - $23.84 $287K - $308K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2023 Filed on Feb 13, 2025
4,181
$46.72 - $51.48 $195K - $215K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2024 Filed on Feb 13, 2025
66,725
$22.51 - $23.08 $1.5M - $1.54M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2024 Filed on Feb 13, 2025
20,605
$50.64 - $51.08 $1.04M - $1.05M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2024 Filed on Feb 13, 2025
2,650
$79.92 - $84.63 $212K - $224K
K
Kellogg CO

Consumer Defensive
Q3 2023 Filed on Feb 13, 2025
11,627
$58.92 - $68.55 $685K - $797K
KGC
Kinross Gold Corp

Basic Materials
Q4 2022 Filed on Feb 13, 2025
38,267
$3.34 - $4.38 $128K - $168K
KLAC
Kla Corp

Technology
Q3 2024 Filed on Feb 13, 2025
321
$696.17 - $892.35 $223K - $286K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2023 Filed on Feb 13, 2025
2,304
$106.24 - $110.25 $245K - $254K
IRM
Iron Mountain Inc

Real Estate
Q3 2024 Filed on Feb 13, 2025
21,749
$89.69 - $119.32 $1.95M - $2.6M
BA
Boeing CO

Industrials
Q3 2024 Filed on Feb 13, 2025
1,160
$152.04 - $190.6 $176K - $221K
D
Dominion Energy, Inc

Utilities
Q3 2023 Filed on Feb 13, 2025
3,876
$44.14 - $54.45 $171K - $211K
FIS
Fidelity National Information Services, Inc.

Technology
Q3 2023 Filed on Feb 13, 2025
23,072
$54.39 - $62.12 $1.25M - $1.43M
GPC
Genuine Parts CO

Consumer Cyclical
Q4 2022 Filed on Feb 13, 2025
7,711
$152.91 - $187.31 $1.18M - $1.44M
GFL
Gfl Environmental Inc.

Industrials
Q3 2024 Filed on Feb 13, 2025
10,000
$37.64 - $43.49 $376K - $435K
HLN
Haleon PLC

Healthcare
Q4 2022 Filed on Feb 13, 2025
11,556
$5.96 - $8.06 $68.9K - $93.1K
VATE
Innovate Corp.

Industrials
Q3 2024 Filed on Feb 13, 2025
148,542
$0.5 - $5.25 $74.3K - $780K
INTU
Intuit Inc

Technology
Q4 2023 Filed on Feb 13, 2025
844
$479.45 - $629.12 $405K - $531K
EA
Electronic Arts Inc.

Communication Services
Q4 2024 Filed on Feb 13, 2025
3,085
$140.69 - $167.97 $434K - $518K
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