AWM
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Able Wealth Management’s Morgan Stanley MS Stock Holding History

Able 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
2024
Q1 		– Sell
-23
Closed -$2.16K – 391
2023
Q4 		$2.16K Buy
+23
New +$1.84K ﹤0.01% 447

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Able Wealth Management's MS Position: Q1 2024 in Review

Able Wealth Management sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 23 shares — an estimated $2.16K sold.

Able Wealth Management first reported a position in MS in Q4 2023 and held it in 1 quarter. The position peaked at $2.16K in Q4 2023. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Able Wealth Management reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 23 Morgan Stanley shares in Q1 2024, an estimated $2.16K.
  • Able Wealth Management first reported a position in Morgan Stanley in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Morgan Stanley position peaked at $2.16K in Q4 2023.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.