Msci shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Msci (MSCI) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Msci
Tip: Access up to 7 years of quarterly data
All positions including Msci held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Msci by Venturi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $688k | 1.4k | 481.75 |
2024-03-31 | $16k | 29 | 560.67 |
2023-12-31 | $16k | 28 | 565.67 |
2023-09-30 | $12k | 23 | 513.09 |
2023-06-30 | $8.9k | 19 | 469.32 |
2023-03-31 | $9.5k | 17 | 559.71 |
2019-09-30 | $21k | 95 | 221.05 |