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Aubrey Capital Management’s Morgan Stanley MS Stock Holding History

Aubrey Capital 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
2022
Q2 		– Sell
-6,613
Closed -$597K – 68
2022
Q1 		$597K Buy
+6,613
New +$638K 0.34% 37

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aubrey Capital Management's MS Position: Q2 2022 in Review

Aubrey Capital Management sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 6,613 shares — an estimated $597K sold.

Aubrey Capital Management first reported a position in MS in Q1 2022 and held it in 1 quarter. The position peaked at $597K in Q1 2022. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Aubrey Capital Management reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Aubrey Capital Management sold 6,613 Morgan Stanley shares in Q2 2022, an estimated $597K.
  • Aubrey Capital Management first reported a position in Morgan Stanley in Q1 2022 and held it in 1 quarter.
  • Aubrey Capital Management's Morgan Stanley position peaked at $597K in Q1 2022.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Aubrey Capital Management's 13F filing for Q2 2022, filed 16 Aug 2022.