BDO Wealth Advisors’s Morgan Stanley MS Stock Holding History

BDO Wealth 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
2023 Q2	$157K	Buy	1,834 +728	+66%	+$62.3K	0.02%	284
2023 Q1	$97.1K	Hold	1,106	–	–	0.01%	331
2022 Q4	$94K	Buy	1,106 +504	+84%	+$43K	0.01%	338
2022 Q3	$48K	Sell	602 -50	-8%	-$4.21K	0.01%	410
2022 Q2	$50K	Buy	652 +50	+8%	+$4.09K	0.01%	408
2022 Q1	$53K	Buy	602 +100	+20%	+$9.65K	0.01%	419
2021 Q4	$49K	Buy	502 +43	+9%	+$4.28K	0.01%	446
2021 Q3	$45K	Hold	459	–	–	0.01%	460
2021 Q2	$42K	Hold	459	–	–	﹤0.01%	489
2021 Q1	$36K	Buy	459 +404	+735%	+$31K	﹤0.01%	504
2020 Q4	$4K	Hold	55	–	–	﹤0.01%	670
2020 Q3	$3K	Buy	+55	New	+$2.77K	﹤0.01%	639
2020 Q2	–	Sell	-1,394	Closed	-$47K	–	743
2020 Q1	$47K	Buy	1,394 +989	+244%	+$46.6K	0.01%	340
2019 Q4	$21K	Hold	405	–	–	0.01%	383
2019 Q3	$17K	Buy	+405	New	+$17.3K	﹤0.01%	411

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BDO Wealth Advisors's MS Position: Q2 2023 in Review

BDO Wealth Advisors increased its Morgan Stanley (MS) stake by 66% in Q2 2023, buying an estimated $62.3K and bringing the position to 1,834 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #284.

BDO Wealth Advisors first reported a position in MS in Q3 2019 and has held it in 15 quarters since. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

BDO Wealth Advisors held 1,834 shares of Morgan Stanley worth $157K as of Q2 2023.
BDO Wealth Advisors bought 728 Morgan Stanley shares in Q2 2023, an estimated $62.3K.
Morgan Stanley made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #284 holding.
BDO Wealth Advisors first reported a position in Morgan Stanley in Q3 2019 and has held it in 15 quarters since.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.