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Accuvest Global Advisors’s Morgan Stanley MS Stock Holding History

Accuvest Global Advisors’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
-7,378
Closed -$645K – 114
2022
Q1 		$645K Buy
7,378
+3,349
+83% +$323K 0.32% 58
2021
Q4 		$395K Buy
+4,029
New +$401K 0.17% 76
2020
Q3 		– Sell
-284
Closed -$14K – 48
2020
Q2 		$14K Buy
+284
New +$11.9K 0.04% 41
2017
Q2 		– Sell
-10,086
Closed -$432K – 101
2017
Q1 		$432K Buy
+10,086
New +$448K 0.14% 85

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Accuvest Global Advisors's MS Position: Q2 2022 in Review

Accuvest Global Advisors sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 7,378 shares — an estimated $645K sold.

Accuvest Global Advisors first reported a position in MS in Q1 2017 and held it in 4 quarters. The position peaked at $645K in Q1 2022. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Accuvest Global Advisors reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Accuvest Global Advisors sold 7,378 Morgan Stanley shares in Q2 2022, an estimated $645K.
  • Accuvest Global Advisors first reported a position in Morgan Stanley in Q1 2017 and held it in 4 quarters.
  • Accuvest Global Advisors's Morgan Stanley position peaked at $645K in Q1 2022.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Accuvest Global Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.