Axiom Advisory’s Morgan Stanley MS Stock Holding History

Axiom Advisory’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	$213K	Buy	+2,112	New	+$213K	﹤0.01%	288

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Axiom Advisory's MS Position: Q3 2024 in Review

Axiom Advisory opened a new position in Morgan Stanley (MS) in Q3 2024: 2,112 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings.

1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Axiom Advisory held 2,112 shares of Morgan Stanley worth $213K as of Q3 2024.
Morgan Stanley was a new Axiom Advisory position in Q3 2024.
Morgan Stanley made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #288 holding.
1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.