Bank Pictet & Cie (Asia)’s Morgan Stanley MS Stock Holding History

Bank Pictet & Cie (Asia)’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 Q2	$369K	Hold	3,792	–	–	0.02%	69
2024 Q1	$357K	Sell	3,792 -13,454	-78%	-$1.18M	0.03%	78
2023 Q4	$1.61M	Buy	17,246 +4,421	+34%	+$354K	0.41%	47
2023 Q3	$1.05M	Hold	12,825	–	–	0.31%	69
2023 Q2	$1.1M	Hold	12,825	–	–	0.32%	70
2023 Q1	$1.13M	Sell	12,825 -2,785	-18%	-$260K	0.38%	67
2022 Q4	$1.33M	Buy	15,610 +1,866	+14%	+$159K	0.48%	42
2022 Q3	$1.09M	Sell	13,744 -597	-4%	-$50.3K	0.43%	41
2022 Q2	$1.09M	Sell	14,341 -1,990	-12%	-$163K	0.37%	44
2022 Q1	$1.43M	Hold	16,331	–	–	0.39%	52
2021 Q4	$1.6M	Hold	16,331	–	–	0.38%	54
2021 Q3	$1.59M	Buy	16,331 +92	+0.6%	+$9.12K	0.44%	37
2021 Q2	$1.49M	Buy	16,239 +240	+2%	+$20.6K	0.42%	43
2021 Q1	$1.24M	Buy	+15,999	New	+$1.23M	0.38%	55

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

Bank Pictet & Cie (Asia)'s MS Position: Q2 2024 in Review

Bank Pictet & Cie (Asia) held its Morgan Stanley (MS) position steady in Q2 2024 at 3,792 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #69.

Bank Pictet & Cie (Asia) first reported a position in MS in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.61M in Q4 2023. 1,822 funds tracked by Wall St. Rank hold MS as of Q2 2024.

Bank Pictet & Cie (Asia) held 3,792 shares of Morgan Stanley worth $369K as of Q2 2024.
Bank Pictet & Cie (Asia) left its Morgan Stanley share count unchanged in Q2 2024.
Morgan Stanley made up 0.02% of Bank Pictet & Cie (Asia)'s portfolio in Q2 2024, its #69 holding.
Bank Pictet & Cie (Asia) first reported a position in Morgan Stanley in Q1 2021 and has held it in 14 quarters since.
Bank Pictet & Cie (Asia)'s Morgan Stanley position peaked at $1.61M in Q4 2023.
1,822 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Bank Pictet & Cie (Asia)'s 13F filing for Q2 2024, filed 16 Jul 2024.