Advisor Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.9M | Buy |
51,317
+5,613
| +12% | +$460K | 0.27% | 64 |
|
|
2022
Q1 | $4M | Buy |
45,704
+107
| +0.2% | +$10.3K | 0.25% | 75 |
|
|
2021
Q4 | $4.47M | Sell |
45,597
-5,824
| -11% | -$580K | 0.27% | 65 |
|
|
2021
Q3 | $5M | Sell |
51,421
-2,188
| -4% | -$217K | 0.34% | 54 |
|
|
2021
Q2 | $4.91M | Sell |
53,609
-780
| -1% | -$66.9K | 0.32% | 59 |
|
|
2021
Q1 | $4.22M | Sell |
54,389
-924
| -2% | -$70.8K | 0.3% | 63 |
|
|
2020
Q4 | $3.79M | Buy |
55,313
+9,267
| +20% | +$532K | 0.28% | 65 |
|
|
2020
Q3 | $2.23M | Buy |
46,046
+381
| +0.8% | +$19.2K | 0.19% | 102 |
|
|
2020
Q2 | $2.21M | Buy |
45,665
+14,241
| +45% | +$598K | 0.21% | 97 |
|
|
2020
Q1 | $1.07M | Sell |
31,424
-7,267
| -19% | -$342K | 0.13% | 159 |
|
|
2019
Q4 | $2.05M | Buy |
38,691
+2,763
| +8% | +$131K | 0.21% | 103 |
|
|
2019
Q3 | $1.53M | Buy |
35,928
+680
| +2% | +$29.1K | 0.19% | 121 |
|
|
2019
Q2 | $1.54M | Buy |
35,248
+800
| +2% | +$35.7K | 0.19% | 103 |
|
|
2019
Q1 | $1.45M | Sell |
34,448
-786
| -2% | -$33.1K | 0.19% | 105 |
|
|
2018
Q4 | $1.4M | Buy |
35,234
+2,310
| +7% | +$101K | 0.22% | 100 |
|
|
2018
Q3 | $1.53M | Sell |
32,924
-342
| -1% | -$16.7K | 0.21% | 89 |
|
|
2018
Q2 | $1.58M | Sell |
33,266
-1,323
| -4% | -$69.1K | 0.27% | 78 |
|
|
2018
Q1 | $1.87M | Buy |
34,589
+1,777
| +5% | +$98.4K | 0.35% | 62 |
|
|
2017
Q4 | $1.89M | Buy |
32,812
+1,858
| +6% | +$94K | 0.34% | 62 |
|
|
2017
Q3 | $1.49M | Buy |
30,954
+157
| +0.5% | +$7.28K | 0.29% | 70 |
|
|
2017
Q2 | $1.37M | Buy |
30,797
+2,799
| +10% | +$121K | 0.32% | 75 |
|
|
2017
Q1 | $1.2M | Sell |
27,998
-2,748
| -9% | -$122K | 0.32% | 75 |
|
|
2016
Q4 | $1.3M | Buy |
30,746
+3,193
| +12% | +$121K | 0.39% | 63 |
|
|
2016
Q3 | $883K | Buy |
27,553
+2,310
| +9% | +$68.9K | 0.29% | 89 |
|
|
2016
Q2 | $656K | Buy |
25,243
+603
| +2% | +$15.8K | 0.23% | 110 |
|
|
2016
Q1 | $616K | Buy |
24,640
+364
| +1% | +$9.29K | 0.23% | 115 |
|
|
2015
Q4 | $772K | Buy |
24,276
+334
| +1% | +$11.1K | 0.26% | 106 |
|
|
2015
Q3 | $754K | Sell |
23,942
-3,607
| -13% | -$131K | 0.32% | 87 |
|
|
2015
Q2 | $1.01M | Buy |
27,549
+3,983
| +17% | +$152K | 0.39% | 76 |
|
|
2015
Q1 | $841K | Sell |
23,566
-681
| -3% | -$24.4K | 0.36% | 82 |
|
|
2014
Q4 | $918K | Buy |
24,247
+1,088
| +5% | +$38.7K | 0.41% | 72 |
|
|
2014
Q3 | $801K | Buy |
23,159
+1,545
| +7% | +$51.5K | 0.46% | 66 |
|
|
2014
Q2 | $699K | Sell |
21,614
-141
| -0.6% | -$4.35K | 0.34% | 90 |
|
|
2014
Q1 | $678K | Buy |
21,755
+442
| +2% | +$13.7K | 0.37% | 82 |
|
|
2013
Q4 | $668K | Buy |
21,313
+1,054
| +5% | +$31.3K | 0.38% | 83 |
|
|
2013
Q3 | $546K | Buy |
20,259
+586
| +3% | +$15.7K | 0.39% | 87 |
|
|
2013
Q2 | $481K | Buy |
+19,673
| New | +$467K | 0.39% | 87 |
|
Other funds holding MS
Advisor Partners's MS Position: Q2 2022 in Review
Advisor Partners increased its Morgan Stanley (MS) stake by 12% in Q2 2022, buying an estimated $460K and bringing the position to 51,317 shares worth $3.9M. The position accounts for 0.27% of the portfolio, ranked #64.
Advisor Partners first reported a position in MS in Q2 2013 and has held it in 37 quarters since. The position peaked at $5M in Q3 2021. 1,603 funds tracked by Wall St. Rank hold MS as of Q2 2022.
- Advisor Partners held 51,317 shares of Morgan Stanley worth $3.9M as of Q2 2022.
- Advisor Partners bought 5,613 Morgan Stanley shares in Q2 2022, an estimated $460K.
- Morgan Stanley made up 0.27% of Advisor Partners's portfolio in Q2 2022, its #64 holding.
- Advisor Partners first reported a position in Morgan Stanley in Q2 2013 and has held it in 37 quarters since.
- Advisor Partners's Morgan Stanley position peaked at $5M in Q3 2021.
- 1,603 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.