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BBJS Financial Advisors’s Morgan Stanley MS Stock Holding History

BBJS Financial Advisors’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 		$31.3K Hold
300
– – 0.01% 87
2024
Q2 		$29.2K Buy
+300
New +$28.6K 0.01% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BBJS Financial Advisors's MS Position: Q3 2024 in Review

BBJS Financial Advisors held its Morgan Stanley (MS) position steady in Q3 2024 at 300 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #87.

BBJS Financial Advisors first reported a position in MS in Q2 2024 and has held it in 2 quarters since. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • BBJS Financial Advisors held 300 shares of Morgan Stanley worth $31.3K as of Q3 2024.
  • BBJS Financial Advisors left its Morgan Stanley share count unchanged in Q3 2024.
  • Morgan Stanley made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #87 holding.
  • BBJS Financial Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 2 quarters since.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.