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American Portfolios Advisors’s Morgan Stanley MS Stock Holding History

American Portfolios 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
2022
Q3 		$556K Buy
7,039
+718
+11% +$60.5K 0.02% 601
2022
Q2 		$481K Sell
6,321
-149
-2% -$12.2K 0.02% 671
2022
Q1 		$566K Buy
6,470
+24
+0.4% +$2.31K 0.02% 679
2021
Q4 		$633K Buy
6,446
+1,539
+31% +$153K 0.02% 637
2021
Q3 		$477K Sell
4,907
-2,042
-29% -$202K 0.02% 735
2021
Q2 		$637K Buy
6,949
+2,050
+42% +$176K 0.02% 613
2021
Q1 		$380K Buy
4,899
+1,320
+37% +$101K 0.02% 765
2020
Q4 		$245K Sell
3,579
-7,561
-68% -$434K 0.01% 816
2020
Q3 		$539K Buy
11,140
+5,603
+101% +$282K 0.03% 456
2020
Q2 		$267K Buy
5,537
+2,808
+103% +$118K 0.02% 639
2020
Q1 		$92.8K Buy
2,729
+6
+0.2% +$283 0.01% 914
2019
Q4 		$139K Sell
2,723
-3
-0.1% -$142 0.01% 895
2019
Q3 		$116K Buy
2,726
+957
+54% +$40.9K 0.01% 936
2019
Q2 		$77.5K Sell
1,769
-232
-12% -$10.3K 0.01% 1092
2019
Q1 		$84.5K Buy
2,001
+859
+75% +$36.1K 0.01% 964
2018
Q4 		$45.3K Buy
1,142
+42
+4% +$1.83K 0.01% 1056
2018
Q3 		$51.2K Buy
1,100
+81
+8% +$3.96K 0.01% 1101
2018
Q2 		$48.3K Buy
1,019
+325
+47% +$17K 0.01% 1089
2018
Q1 		$37.5K Sell
694
-534
-43% -$29.6K 0.01% 1148
2017
Q4 		$64.4K Buy
+1,228
New +$62.1K 0.01% 898

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's MS Position: Q3 2022 in Review

American Portfolios Advisors increased its Morgan Stanley (MS) stake by 11% in Q3 2022, buying an estimated $60.5K and bringing the position to 7,039 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #601.

American Portfolios Advisors first reported a position in MS in Q4 2017 and has held it in 20 quarters since. The position peaked at $637K in Q2 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • American Portfolios Advisors held 7,039 shares of Morgan Stanley worth $556K as of Q3 2022.
  • American Portfolios Advisors bought 718 Morgan Stanley shares in Q3 2022, an estimated $60.5K.
  • Morgan Stanley made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #601 holding.
  • American Portfolios Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Morgan Stanley position peaked at $637K in Q2 2021.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.