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AFS Financial Group’s Morgan Stanley MS Stock Holding History

AFS Financial Group’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
2024
Q1 		– Sell
-6,817
Closed -$636K – 39
2023
Q4 		$636K Sell
6,817
-10,505
-61% -$840K 0.6% 26
2023
Q3 		$1.41M Buy
17,322
+4,782
+38% +$415K 0.97% 27
2023
Q2 		$1.07M Buy
12,540
+2,725
+28% +$233K 0.69% 36
2023
Q1 		$862K Buy
9,815
+830
+9% +$77.5K 0.58% 42
2022
Q4 		$764K Buy
+8,985
New +$766K 0.54% 44

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 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AFS Financial Group's MS Position: Q1 2024 in Review

AFS Financial Group sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 6,817 shares — an estimated $636K sold.

AFS Financial Group first reported a position in MS in Q4 2022 and held it in 5 quarters. The position peaked at $1.41M in Q3 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • AFS Financial Group reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 6,817 Morgan Stanley shares in Q1 2024, an estimated $636K.
  • AFS Financial Group first reported a position in Morgan Stanley in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Morgan Stanley position peaked at $1.41M in Q3 2023.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.