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Ables Iannone Moore & Associates’s Morgan Stanley MS Stock Holding History

Ables Iannone Moore & Associates’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
-13
Closed -$1.21K – 205
2023
Q4 		$1.21K Buy
+13
New +$1.04K ﹤0.01% 246

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

Ables Iannone Moore & Associates's MS Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 13 shares — an estimated $1.21K sold.

Ables Iannone Moore & Associates first reported a position in MS in Q4 2023 and held it in 1 quarter. The position peaked at $1.21K in Q4 2023. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 13 Morgan Stanley shares in Q1 2024, an estimated $1.21K.
  • Ables Iannone Moore & Associates first reported a position in Morgan Stanley in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Morgan Stanley position peaked at $1.21K in Q4 2023.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.