America First Investment Advisors’s Morgan Stanley MS Stock Holding History

America First 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	–	Sell	-556	Closed	-$54K	–	63
2024 Q2	$54K	Hold	556	–	–	0.01%	55
2024 Q1	$52.4K	Hold	556	–	–	0.01%	56
2023 Q4	$51.8K	Hold	556	–	–	0.01%	57
2023 Q3	$45.4K	Hold	556	–	–	0.01%	57
2023 Q2	$47.5K	Hold	556	–	–	0.01%	56
2023 Q1	$48.8K	Buy	+556	New	+$51.9K	0.01%	56
2015 Q2	–	Sell	-2,000	Closed	-$71K	–	122
2015 Q1	$71K	Hold	2,000	–	–	0.03%	62
2014 Q4	$78K	Hold	2,000	–	–	0.03%	64
2014 Q3	$69K	Hold	2,000	–	–	0.03%	65
2014 Q2	$65K	Hold	2,000	–	–	0.03%	68
2014 Q1	$62K	Hold	2,000	–	–	0.03%	71
2013 Q4	$63K	Hold	2,000	–	–	0.03%	75
2013 Q3	$54K	Hold	2,000	–	–	0.03%	78
2013 Q2	$49K	Buy	+2,000	New	+$47.4K	0.03%	77

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

America First Investment Advisors's MS Position: Q3 2024 in Review

America First Investment Advisors sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 556 shares — an estimated $54K sold.

America First Investment Advisors first reported a position in MS in Q2 2013 and held it in 14 quarters. The position peaked at $78K in Q4 2014. 1,872 funds tracked by Wall St. Rank hold MS as of Q3 2024.

America First Investment Advisors reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
America First Investment Advisors sold 556 Morgan Stanley shares in Q3 2024, an estimated $54K.
America First Investment Advisors first reported a position in Morgan Stanley in Q2 2013 and held it in 14 quarters.
America First Investment Advisors's Morgan Stanley position peaked at $78K in Q4 2014.
1,872 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.