AJ Wealth Strategies’s Morgan Stanley MS Stock Holding History

AJ Wealth Strategies’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	$391K	Buy	4,581 +172	+4%	+$14.7K	0.02%	208
2023 Q1	$387K	Buy	4,409 +9	+0.2%	+$840	0.02%	207
2022 Q4	$374K	Hold	4,400	–	–	0.02%	208
2022 Q3	$348K	Hold	4,400	–	–	0.02%	219
2022 Q2	$335K	Hold	4,400	–	–	0.02%	230
2022 Q1	$385K	Hold	4,400	–	–	0.02%	228
2021 Q4	$432K	Hold	4,400	–	–	0.02%	210
2021 Q3	$428K	Hold	4,400	–	–	0.02%	204
2021 Q2	$403K	Hold	4,400	–	–	0.02%	198
2021 Q1	$342K	Buy	4,400 +1,350	+44%	+$103K	0.02%	201
2020 Q4	$209K	Buy	+3,050	New	+$175K	0.02%	222

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJ Wealth Strategies's MS Position: Q2 2023 in Review

AJ Wealth Strategies increased its Morgan Stanley (MS) stake by 3.9% in Q2 2023, buying an estimated $14.7K and bringing the position to 4,581 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #208.

AJ Wealth Strategies first reported a position in MS in Q4 2020 and has held it in 11 quarters since. The position peaked at $432K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

AJ Wealth Strategies held 4,581 shares of Morgan Stanley worth $391K as of Q2 2023.
AJ Wealth Strategies bought 172 Morgan Stanley shares in Q2 2023, an estimated $14.7K.
Morgan Stanley made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #208 holding.
AJ Wealth Strategies first reported a position in Morgan Stanley in Q4 2020 and has held it in 11 quarters since.
AJ Wealth Strategies's Morgan Stanley position peaked at $432K in Q4 2021.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.