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Benchmark Investment Advisors’s Morgan Stanley MS Stock Holding History

Benchmark Investment 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
2022
Q4 		– Sell
-3,798
Closed -$300K – 99
2022
Q3 		$300K Sell
3,798
-9,300
-71% -$784K 0.32% 76
2022
Q2 		$996K Buy
13,098
+4,665
+55% +$382K 1.04% 33
2022
Q1 		$737K Buy
8,433
+2,451
+41% +$236K 0.55% 50
2021
Q4 		$587K Buy
+5,982
New +$596K 0.48% 61

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Benchmark Investment Advisors's MS Position: Q4 2022 in Review

Benchmark Investment Advisors sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 3,798 shares — an estimated $300K sold.

Benchmark Investment Advisors first reported a position in MS in Q4 2021 and held it in 4 quarters. The position peaked at $996K in Q2 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Benchmark Investment Advisors reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Benchmark Investment Advisors sold 3,798 Morgan Stanley shares in Q4 2022, an estimated $300K.
  • Benchmark Investment Advisors first reported a position in Morgan Stanley in Q4 2021 and held it in 4 quarters.
  • Benchmark Investment Advisors's Morgan Stanley position peaked at $996K in Q2 2022.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Benchmark Investment Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.