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Ahrens Investment Partners’s Morgan Stanley MS Stock Holding History

Ahrens Investment Partners’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
Q1 		$16.7K Buy
+190
New +$17.7K 0.01% 502
2022
Q3 		– Sell
-190
Closed -$14K – 628
2022
Q2 		$14K Sell
190
-395
-68% -$32.4K 0.01% 579
2022
Q1 		$51K Buy
585
+395
+208% +$38.1K 0.02% 388
2021
Q4 		$19K Buy
+190
New +$18.9K 0.01% 589

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ahrens Investment Partners's MS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Morgan Stanley (MS) in Q1 2023: 190 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MS in Q4 2021 and has held it in 4 quarters since. The position peaked at $51K in Q1 2022. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Ahrens Investment Partners held 190 shares of Morgan Stanley worth $16.7K as of Q1 2023.
  • Morgan Stanley was a new Ahrens Investment Partners position in Q1 2023.
  • Morgan Stanley made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #502 holding.
  • Ahrens Investment Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Morgan Stanley position peaked at $51K in Q1 2022.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.