44 Wealth Management’s Morgan Stanley MS Stock Holding History

44 Wealth Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,105	Closed	-$621K	–	176
2022 Q1	$621K	Sell	7,105 -2,489	-26%	-$240K	0.22%	101
2021 Q4	$942K	Sell	9,594 -3,355	-26%	-$334K	0.33%	73
2021 Q3	$1.26M	Sell	12,949 -3,436	-21%	-$340K	0.48%	54
2021 Q2	$1.5M	Sell	16,385 -45	-0.3%	-$3.86K	0.58%	50
2021 Q1	$1.28M	Sell	16,430 -368	-2%	-$28.2K	0.53%	49
2020 Q4	$1.15M	Buy	+16,798	New	+$964K	0.52%	42

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

44 Wealth Management's MS Position: Q2 2022 in Review

44 Wealth Management sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 7,105 shares — an estimated $621K sold.

44 Wealth Management first reported a position in MS in Q4 2020 and held it in 6 quarters. The position peaked at $1.5M in Q2 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

44 Wealth Management reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
44 Wealth Management sold 7,105 Morgan Stanley shares in Q2 2022, an estimated $621K.
44 Wealth Management first reported a position in Morgan Stanley in Q4 2020 and held it in 6 quarters.
44 Wealth Management's Morgan Stanley position peaked at $1.5M in Q2 2021.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on 44 Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.