AAMC
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Asset Allocation & Management Company’s Morgan Stanley MS Stock Holding History

Asset Allocation & Management Company’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
Q4 		– Sell
-2,660
Closed -$210K – 125
2022
Q3 		$210K Hold
2,660
– – 0.09% 112
2022
Q2 		$202K Hold
2,660
– – 0.08% 113
2022
Q1 		$232K Hold
2,660
– – 0.08% 115
2021
Q4 		$261K Buy
+2,660
New +$265K 0.09% 105

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Asset Allocation & Management Company's MS Position: Q4 2022 in Review

Asset Allocation & Management Company sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 2,660 shares — an estimated $210K sold.

Asset Allocation & Management Company first reported a position in MS in Q4 2021 and held it in 4 quarters. The position peaked at $261K in Q4 2021. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Asset Allocation & Management Company reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Asset Allocation & Management Company sold 2,660 Morgan Stanley shares in Q4 2022, an estimated $210K.
  • Asset Allocation & Management Company first reported a position in Morgan Stanley in Q4 2021 and held it in 4 quarters.
  • Asset Allocation & Management Company's Morgan Stanley position peaked at $261K in Q4 2021.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Asset Allocation & Management Company's 13F filing for Q4 2022, filed 9 Feb 2023.