Belmont Capital’s Morgan Stanley MS Stock Holding History

Belmont Capital’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 Q3	–	Sell	-238	Closed	-$20.3K	–	189
2023 Q2	$20.3K	Buy	+238	New	+$20.4K	0.01%	101

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

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

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

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

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

Belmont Capital's MS Position: Q3 2023 in Review

Belmont Capital sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 238 shares — an estimated $20.3K sold.

Belmont Capital first reported a position in MS in Q2 2023 and held it in 1 quarter. The position peaked at $20.3K in Q2 2023. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Belmont Capital reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
Belmont Capital sold 238 Morgan Stanley shares in Q3 2023, an estimated $20.3K.
Belmont Capital first reported a position in Morgan Stanley in Q2 2023 and held it in 1 quarter.
Belmont Capital's Morgan Stanley position peaked at $20.3K in Q2 2023.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Belmont Capital's 13F filing for Q3 2023, filed 13 Nov 2023.