ACM
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Acrisure Capital Management’s Morgan Stanley MS Stock Holding History

Acrisure Capital 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
-8,370
Closed -$735K – 154
2023
Q1 		$735K Buy
+8,370
New +$781K 0.74% 25

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JP Morgan Chase
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Wellington Management Group
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Capital Research Global Investors
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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

Acrisure Capital Management's MS Position: Q2 2023 in Review

Acrisure Capital Management sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 8,370 shares — an estimated $735K sold.

Acrisure Capital Management first reported a position in MS in Q1 2023 and held it in 1 quarter. The position peaked at $735K in Q1 2023. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • Acrisure Capital Management reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 8,370 Morgan Stanley shares in Q2 2023, an estimated $735K.
  • Acrisure Capital Management first reported a position in Morgan Stanley in Q1 2023 and held it in 1 quarter.
  • Acrisure Capital Management's Morgan Stanley position peaked at $735K in Q1 2023.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.