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Atlas Private Wealth Management’s Morgan Stanley MS Stock Holding History

Atlas Private Wealth Management’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
Q1 		$2.05M Buy
21,824
+1,913
+10% +$168K 0.86% 37
2023
Q4 		$1.86M Buy
19,911
+756
+4% +$60.5K 0.87% 39
2023
Q3 		$1.56M Buy
19,155
+1,093
+6% +$94.9K 0.84% 40
2023
Q2 		$1.54M Buy
18,062
+2,937
+19% +$251K 0.81% 44
2023
Q1 		$1.33M Buy
15,125
+523
+4% +$48.8K 0.8% 41
2022
Q4 		$1.24M Buy
14,602
+1,427
+11% +$122K 0.57% 39
2022
Q3 		$1.04M Buy
13,175
+536
+4% +$45.2K 0.75% 42
2022
Q2 		$961K Sell
12,639
-1,308
-9% -$107K 0.66% 50
2022
Q1 		$1.22M Buy
13,947
+180
+1% +$17.4K 0.71% 46
2021
Q4 		$1.35M Sell
13,767
-539
-4% -$53.7K 0.75% 40
2021
Q3 		$1.39M Buy
14,306
+339
+2% +$33.6K 0.85% 39
2021
Q2 		$1.28M Buy
13,967
+919
+7% +$78.8K 0.79% 41
2021
Q1 		$1.01M Sell
13,048
-63
-0.5% -$4.83K 0.65% 45
2020
Q4 		$898K Sell
13,111
-147
-1% -$8.43K 0.64% 48
2020
Q3 		$641K Buy
13,258
+1,953
+17% +$98.4K 0.5% 55
2020
Q2 		$546K Buy
11,305
+3
+0% +$126 0.44% 67
2020
Q1 		$384K Buy
11,302
+568
+5% +$26.8K 0.35% 77
2019
Q4 		$549K Buy
+10,734
New +$508K 0.42% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Atlas Private Wealth Management's MS Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Morgan Stanley (MS) stake by 9.6% in Q1 2024, buying an estimated $168K and bringing the position to 21,824 shares worth $2.05M. The position accounts for 0.86% of the portfolio, ranked #37.

Atlas Private Wealth Management first reported a position in MS in Q4 2019 and has held it in 18 quarters since. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Atlas Private Wealth Management held 21,824 shares of Morgan Stanley worth $2.05M as of Q1 2024.
  • Atlas Private Wealth Management bought 1,913 Morgan Stanley shares in Q1 2024, an estimated $168K.
  • Morgan Stanley made up 0.86% of Atlas Private Wealth Management's portfolio in Q1 2024, its #37 holding.
  • Atlas Private Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 18 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.