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Baystate Wealth Management’s Morgan Stanley MS Stock Holding History

Baystate 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
2023
Q4 		$217K Buy
2,327
+40
+2% +$3.2K 0.02% 195
2023
Q3 		$187K Buy
2,287
+181
+9% +$15.7K 0.02% 201
2023
Q2 		$180K Buy
2,106
+94
+5% +$8.04K 0.01% 197
2023
Q1 		$177K Buy
2,012
+108
+6% +$10.1K 0.02% 191
2022
Q4 		$162K Buy
1,904
+16
+0.8% +$1.36K 0.01% 208
2022
Q3 		$149K Buy
1,888
+16
+0.9% +$1.35K 0.02% 197
2022
Q2 		$142K Buy
1,872
+17
+0.9% +$1.39K 0.01% 202
2022
Q1 		$162K Buy
1,855
+12
+0.7% +$1.16K 0.01% 188
2021
Q4 		$181K Buy
1,843
+13
+0.7% +$1.29K 0.02% 186
2021
Q3 		$178K Buy
1,830
+141
+8% +$14K 0.02% 159
2021
Q2 		$155K Buy
1,689
+7
+0.4% +$600 0.02% 169
2021
Q1 		$131K Buy
1,682
+8
+0.5% +$613 0.01% 169
2020
Q4 		$115K Buy
1,674
+1,063
+174% +$61K 0.01% 161
2020
Q3 		$30K Sell
611
-2,063
-77% -$104K ﹤0.01% 271
2020
Q2 		$129K Sell
2,674
-1,316
-33% -$55.3K 0.02% 139
2020
Q1 		$136K Sell
3,990
-52
-1% -$2.45K 0.02% 120
2019
Q4 		$207K Buy
4,042
+1,664
+70% +$78.8K 0.03% 112
2019
Q3 		$101K Buy
2,378
+21
+0.9% +$897 0.01% 151
2019
Q2 		$104K Buy
2,357
+16
+0.7% +$714 0.01% 151
2019
Q1 		$111K Buy
2,341
+16
+0.7% +$673 0.01% 138
2018
Q4 		$102K Buy
2,325
+16
+0.7% +$698 0.01% 135
2018
Q3 		$103K Buy
2,309
+14
+0.6% +$684 0.02% 131
2018
Q2 		$110K Buy
2,295
+10
+0.4% +$523 0.02% 121
2018
Q1 		$123K Sell
2,285
-112
-5% -$6.2K 0.02% 114
2017
Q4 		$137K Buy
2,397
+112
+5% +$5.66K 0.02% 106
2017
Q3 		$113K Hold
2,285
– – 0.02% 113
2017
Q2 		$104K Hold
2,285
– – 0.02% 109
2017
Q1 		$94K Buy
2,285
+60
+3% +$2.66K 0.02% 120
2016
Q4 		$97K Buy
+2,225
New +$84.1K 0.02% 105

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

Baystate Wealth Management's MS Position: Q4 2023 in Review

Baystate Wealth Management increased its Morgan Stanley (MS) stake by 1.7% in Q4 2023, buying an estimated $3.2K and bringing the position to 2,327 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #195.

Baystate Wealth Management first reported a position in MS in Q4 2016 and has held it in 29 quarters since. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Baystate Wealth Management held 2,327 shares of Morgan Stanley worth $217K as of Q4 2023.
  • Baystate Wealth Management bought 40 Morgan Stanley shares in Q4 2023, an estimated $3.2K.
  • Morgan Stanley made up 0.02% of Baystate Wealth Management's portfolio in Q4 2023, its #195 holding.
  • Baystate Wealth Management first reported a position in Morgan Stanley in Q4 2016 and has held it in 29 quarters since.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.