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Annapolis Financial Services’s Morgan Stanley MS Stock Holding History

Annapolis Financial Services’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 		$46.6K Hold
447
– – 0.01% 162
2024
Q2 		$43.4K Hold
447
– – 0.01% 161
2024
Q1 		$42.1K Sell
447
-250
-36% -$22K 0.01% 159
2023
Q4 		$65K Sell
697
-2,100
-75% -$168K 0.02% 178
2023
Q3 		$228K Hold
2,797
– – 0.07% 105
2023
Q2 		$239K Sell
2,797
-218
-7% -$18.6K 0.07% 104
2023
Q1 		$265K Buy
3,015
+218
+8% +$20.3K 0.08% 97
2022
Q4 		$238K Sell
2,797
-581
-17% -$49.5K 0.08% 102
2022
Q3 		$267K Buy
3,378
+633
+23% +$53.4K 0.1% 96
2022
Q2 		$209K Hold
2,745
– – 0.08% 103
2022
Q1 		$240K Hold
2,745
– – 0.08% 97
2021
Q4 		$269K Hold
2,745
– – 0.08% 100
2021
Q3 		$267K Hold
2,745
– – 0.09% 99
2021
Q2 		$252K Sell
2,745
-1,842
-40% -$158K 0.08% 97
2021
Q1 		$356K Sell
4,587
-661
-13% -$50.7K 0.13% 76
2020
Q4 		$360K Buy
+5,248
New +$301K 0.14% 72

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Annapolis Financial Services's MS Position: Q3 2024 in Review

Annapolis Financial Services held its Morgan Stanley (MS) position steady in Q3 2024 at 447 shares worth $46.6K. The position accounts for 0.01% of the portfolio, ranked #162.

Annapolis Financial Services first reported a position in MS in Q4 2020 and has held it in 16 quarters since. The position peaked at $360K in Q4 2020. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Annapolis Financial Services held 447 shares of Morgan Stanley worth $46.6K as of Q3 2024.
  • Annapolis Financial Services left its Morgan Stanley share count unchanged in Q3 2024.
  • Morgan Stanley made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #162 holding.
  • Annapolis Financial Services first reported a position in Morgan Stanley in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Morgan Stanley position peaked at $360K in Q4 2020.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.