American National Registered Investment Advisor’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.81M | Sell |
20,680
-716
| -3% | -$69.1K | 0.65% | 34 |
|
|
2021
Q4 | $2.1M | Sell |
21,396
-4
| -0% | -$398 | 0.69% | 30 |
|
|
2021
Q3 | $2.08M | Sell |
21,400
-112
| -0.5% | -$11.1K | 0.75% | 28 |
|
|
2021
Q2 | $1.97M | Sell |
21,512
-650
| -3% | -$55.7K | 0.71% | 28 |
|
|
2021
Q1 | $1.72M | Sell |
22,162
-751
| -3% | -$57.6K | 0.67% | 33 |
|
|
2020
Q4 | $1.57M | Hold |
22,913
| – | – | 0.63% | 44 |
|
|
2020
Q3 | $1.11M | Sell |
22,913
-30
| -0.1% | -$1.51K | 0.51% | 55 |
|
|
2020
Q2 | $1.11M | Hold |
22,943
| – | – | 0.55% | 52 |
|
|
2020
Q1 | $780K | Sell |
22,943
-755
| -3% | -$35.6K | 0.49% | 65 |
|
|
2019
Q4 | $1.21M | Hold |
23,698
| – | – | 0.6% | 48 |
|
|
2019
Q3 | $1.01M | Hold |
23,698
| – | – | 0.56% | 52 |
|
|
2019
Q2 | $1.04M | Hold |
23,698
| – | – | 0.58% | 49 |
|
|
2019
Q1 | $1M | Sell |
23,698
-75
| -0.3% | -$3.16K | 0.55% | 53 |
|
|
2018
Q4 | $943K | Sell |
23,773
-315
| -1% | -$13.7K | 0.59% | 51 |
|
|
2018
Q3 | $1.12M | Sell |
24,088
-6,000
| -20% | -$293K | 0.59% | 51 |
|
|
2018
Q2 | $1.43M | Sell |
30,088
-175
| -0.6% | -$9.14K | 0.68% | 36 |
|
|
2018
Q1 | $1.63M | Sell |
30,263
-625
| -2% | -$34.6K | 0.81% | 26 |
|
|
2017
Q4 | $1.62M | Sell |
30,888
-50
| -0.2% | -$2.53K | 0.77% | 31 |
|
|
2017
Q3 | $1.49M | Sell |
30,938
-9,000
| -23% | -$417K | 0.75% | 36 |
|
|
2017
Q2 | $1.78M | Hold |
39,938
| – | – | 0.74% | 34 |
|
|
2017
Q1 | $1.71M | Hold |
39,938
| – | – | 0.73% | 36 |
|
|
2016
Q4 | $1.69M | Hold |
39,938
| – | – | 0.77% | 34 |
|
|
2016
Q3 | $1.28M | Hold |
39,938
| – | – | 0.6% | 50 |
|
|
2016
Q2 | $1.04M | Hold |
39,938
| – | – | 0.48% | 62 |
|
|
2016
Q1 | $999K | Hold |
39,938
| – | – | 0.48% | 62 |
|
|
2015
Q4 | $1.27M | Hold |
39,938
| – | – | 0.62% | 43 |
|
|
2015
Q3 | $1.26M | Hold |
39,938
| – | – | 0.66% | 44 |
|
|
2015
Q2 | $1.55M | Hold |
39,938
| – | – | 0.75% | 34 |
|
|
2015
Q1 | $1.43M | Sell |
39,938
-2,900
| -7% | -$104K | 0.68% | 41 |
|
|
2014
Q4 | $1.66M | Sell |
42,838
-325
| -0.8% | -$11.6K | 0.77% | 35 |
|
|
2014
Q3 | $1.49M | Sell |
43,163
-137
| -0.3% | -$4.57K | 0.72% | 36 |
|
|
2014
Q2 | $1.4M | Sell |
43,300
-150
| -0.3% | -$4.63K | 0.66% | 39 |
|
|
2014
Q1 | $1.35M | Hold |
43,450
| – | – | 0.68% | 39 |
|
|
2013
Q4 | $1.36M | Sell |
43,450
-165
| -0.4% | -$4.91K | 0.69% | 39 |
|
|
2013
Q3 | $1.18M | Sell |
43,615
-2,625
| -6% | -$70.4K | 0.67% | 43 |
|
|
2013
Q2 | $1.13M | Buy |
+46,240
| New | +$1.1M | 0.64% | 43 |
|
Other funds holding MS
American National Registered Investment Advisor's MS Position: Q1 2022 in Review
American National Registered Investment Advisor reduced its Morgan Stanley (MS) stake by 3.3% in Q1 2022, selling an estimated $69.1K and leaving 20,680 shares worth $1.81M. The position accounts for 0.65% of the portfolio, ranked #34.
American National Registered Investment Advisor first reported a position in MS in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.1M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2022.
- American National Registered Investment Advisor held 20,680 shares of Morgan Stanley worth $1.81M as of Q1 2022.
- American National Registered Investment Advisor sold 716 Morgan Stanley shares in Q1 2022, an estimated $69.1K.
- Morgan Stanley made up 0.65% of American National Registered Investment Advisor's portfolio in Q1 2022, its #34 holding.
- American National Registered Investment Advisor first reported a position in Morgan Stanley in Q2 2013 and has held it in 36 quarters since.
- American National Registered Investment Advisor's Morgan Stanley position peaked at $2.1M in Q4 2021.
- 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.
Based on American National Registered Investment Advisor's 13F filing for Q1 2022, filed 13 May 2022.