AlphaMark Advisors’s Morgan Stanley MS Stock Holding History

AlphaMark 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
2023 Q1	–	Sell	-36	Closed	-$3K	–	644
2022 Q4	$3K	Buy	+36	New	+$3.07K	﹤0.01%	495
2022 Q3	–	Sell	-400	Closed	-$30K	–	713
2022 Q2	$30K	Hold	400	–	–	0.01%	274
2022 Q1	$35K	Hold	400	–	–	0.01%	267
2021 Q4	$39K	Hold	400	–	–	0.01%	262
2021 Q3	$39K	Hold	400	–	–	0.01%	258
2021 Q2	$37K	Hold	400	–	–	0.01%	258
2021 Q1	$31K	Hold	400	–	–	0.01%	274
2020 Q4	$27K	Hold	400	–	–	0.01%	270
2020 Q3	$19K	Hold	400	–	–	0.01%	287
2020 Q2	$19K	Hold	400	–	–	0.01%	285
2020 Q1	$14K	Hold	400	–	–	0.01%	275
2019 Q4	$20K	Buy	+400	New	+$18.9K	0.01%	269

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

AlphaMark Advisors's MS Position: Q1 2023 in Review

AlphaMark Advisors sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 36 shares — an estimated $3K sold.

AlphaMark Advisors first reported a position in MS in Q4 2019 and held it in 12 quarters. The position peaked at $39K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

AlphaMark Advisors reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
AlphaMark Advisors sold 36 Morgan Stanley shares in Q1 2023, an estimated $3K.
AlphaMark Advisors first reported a position in Morgan Stanley in Q4 2019 and held it in 12 quarters.
AlphaMark Advisors's Morgan Stanley position peaked at $39K in Q4 2021.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on AlphaMark Advisors's 13F filing for Q1 2023, filed 4 May 2023.