AWM
MS icon

Accel Wealth Management’s Morgan Stanley MS Stock Holding History

Accel 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
2023
Q2 		– Sell
-100
Closed -$8.78K – 600
2023
Q1 		$8.78K Buy
100
+50
+100% +$4.67K ﹤0.01% 928
2022
Q4 		$4.25K Sell
50
-514
-91% -$43.8K ﹤0.01% 839
2022
Q3 		$47K Sell
564
-37
-6% -$3.12K 0.03% 384
2022
Q2 		$47K Buy
601
+5
+0.8% +$410 0.03% 361
2022
Q1 		$52K Buy
596
+3
+0.5% +$289 0.03% 372
2021
Q4 		$58K Buy
593
+492
+487% +$49K 0.03% 355
2021
Q3 		$10K Buy
101
+21
+26% +$2.08K 0.01% 644
2021
Q2 		$7K Hold
80
– – ﹤0.01% 746
2021
Q1 		$6K Buy
+80
New +$6.13K ﹤0.01% 727

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's MS Position: Q2 2023 in Review

Accel Wealth Management sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 100 shares — an estimated $8.78K sold.

Accel Wealth Management first reported a position in MS in Q1 2021 and held it in 9 quarters. The position peaked at $58K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • Accel Wealth Management reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 100 Morgan Stanley shares in Q2 2023, an estimated $8.78K.
  • Accel Wealth Management first reported a position in Morgan Stanley in Q1 2021 and held it in 9 quarters.
  • Accel Wealth Management's Morgan Stanley position peaked at $58K in Q4 2021.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.