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Advanced Research Investment Solutions’s Morgan Stanley MS Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-1,526
Closed -$121K – 105
2022
Q3 		$121K Buy
1,526
+1,305
+590% +$110K 0.07% 44
2022
Q2 		$17K Sell
221
-160
-42% -$13.1K 0.01% 69
2022
Q1 		$33K Buy
+381
New +$36.8K 0.01% 90

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BlackRock
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Wellington Management Group
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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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Advanced Research Investment Solutions's MS Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 1,526 shares — an estimated $121K sold.

Advanced Research Investment Solutions first reported a position in MS in Q1 2022 and held it in 3 quarters. The position peaked at $121K in Q3 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,526 Morgan Stanley shares in Q4 2022, an estimated $121K.
  • Advanced Research Investment Solutions first reported a position in Morgan Stanley in Q1 2022 and held it in 3 quarters.
  • Advanced Research Investment Solutions's Morgan Stanley position peaked at $121K in Q3 2022.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.