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Alera Investment Advisors’s Morgan Stanley MS Stock Holding History

Alera Investment Advisors’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
Q3 		$663K Sell
6,363
-304
-5% -$30.6K 0.08% 108
2024
Q2 		$648K Sell
6,667
-3,972
-37% -$378K 0.08% 100
2024
Q1 		$1M Sell
10,639
-95
-0.9% -$8.37K 0.14% 63
2023
Q4 		$1M Sell
10,734
-480
-4% -$38.4K 0.13% 57
2023
Q3 		$916K Buy
11,214
+1,124
+11% +$97.6K 0.15% 60
2023
Q2 		$862K Buy
10,090
+420
+4% +$35.9K 0.19% 66
2023
Q1 		$849K Buy
9,670
+1,394
+17% +$130K 0.2% 54
2022
Q4 		$704K Buy
8,276
+4,123
+99% +$351K 0.17% 76
2022
Q3 		$329K Buy
+4,153
New +$350K 0.09% 135
2019
Q2 		– Sell
-313
Closed -$13K – 652
2019
Q1 		$13K Buy
313
+135
+76% +$5.68K 0.01% 402
2018
Q4 		$7K Buy
+178
New +$7.77K ﹤0.01% 526

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Alera Investment Advisors's MS Position: Q3 2024 in Review

Alera Investment Advisors reduced its Morgan Stanley (MS) stake by 4.6% in Q3 2024, selling an estimated $30.6K and leaving 6,363 shares worth $663K. The position accounts for 0.08% of the portfolio, ranked #108.

Alera Investment Advisors first reported a position in MS in Q4 2018 and has held it in 11 quarters since. The position peaked at $1M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Alera Investment Advisors held 6,363 shares of Morgan Stanley worth $663K as of Q3 2024.
  • Alera Investment Advisors sold 304 Morgan Stanley shares in Q3 2024, an estimated $30.6K.
  • Morgan Stanley made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #108 holding.
  • Alera Investment Advisors first reported a position in Morgan Stanley in Q4 2018 and has held it in 11 quarters since.
  • Alera Investment Advisors's Morgan Stanley position peaked at $1M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.