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Alethea Capital Management’s Morgan Stanley MS Stock Holding History

Alethea Capital Management’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
2022
Q1 		– Sell
-5,381
Closed -$528K – 81
2021
Q4 		$528K Buy
+5,381
New +$536K 0.45% 29
2021
Q1 		– Sell
-28,363
Closed -$1.94M – 100
2020
Q4 		$1.94M Buy
+28,363
New +$1.63M 0.97% 9

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alethea Capital Management's MS Position: Q1 2022 in Review

Alethea Capital Management sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 5,381 shares — an estimated $528K sold.

Alethea Capital Management first reported a position in MS in Q4 2020 and held it in 2 quarters. The position peaked at $1.94M in Q4 2020. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • Alethea Capital Management reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
  • Alethea Capital Management sold 5,381 Morgan Stanley shares in Q1 2022, an estimated $528K.
  • Alethea Capital Management first reported a position in Morgan Stanley in Q4 2020 and held it in 2 quarters.
  • Alethea Capital Management's Morgan Stanley position peaked at $1.94M in Q4 2020.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Alethea Capital Management's 13F filing for Q1 2022, filed 13 May 2022.