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BerganKDV Wealth Management’s Morgan Stanley MS Stock Holding History

BerganKDV 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
Q2 		$143K Sell
1,673
-256
-13% -$21.9K 0.01% 255
2023
Q1 		$169K Buy
1,929
+91
+5% +$8.49K 0.02% 246
2022
Q4 		$156K Sell
1,838
-108
-6% -$9.21K 0.02% 253
2022
Q3 		$154K Buy
1,946
+33
+2% +$2.78K 0.02% 247
2022
Q2 		$145K Sell
1,913
-8,028
-81% -$658K 0.02% 265
2022
Q1 		$347K Buy
9,941
+8,002
+413% +$772K 0.04% 205
2021
Q4 		$190K Buy
1,939
+1
+0.1% +$100 0.02% 268
2021
Q3 		$189K Buy
1,938
+1
+0.1% +$99 0.02% 250
2021
Q2 		$178K Hold
1,937
– – 0.02% 254
2021
Q1 		$150K Sell
1,937
-320
-14% -$24.5K 0.02% 262
2020
Q4 		$155K Buy
2,257
+167
+8% +$9.58K 0.02% 241
2020
Q3 		$101K Sell
2,090
-551
-21% -$27.8K 0.02% 263
2020
Q2 		$128K Buy
2,641
+551
+26% +$23.1K 0.02% 256
2020
Q1 		$71K Buy
2,090
+20
+1% +$942 0.01% 283
2019
Q4 		$106K Buy
2,070
+120
+6% +$5.68K 0.02% 266
2019
Q3 		$83K Hold
1,950
– – 0.02% 274
2019
Q2 		$85K Hold
1,950
– – 0.02% 279
2019
Q1 		$82K Sell
1,950
-32
-2% -$1.35K 0.02% 297
2018
Q4 		$79K Hold
1,982
– – 0.02% 259
2018
Q3 		$92K Hold
1,982
– – 0.02% 261
2018
Q2 		$94K Buy
+1,982
New +$104K 0.02% 255

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's MS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Morgan Stanley (MS) stake by 13% in Q2 2023, selling an estimated $21.9K and leaving 1,673 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #255.

BerganKDV Wealth Management first reported a position in MS in Q2 2018 and has held it in 21 quarters since. The position peaked at $347K in Q1 2022. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • BerganKDV Wealth Management held 1,673 shares of Morgan Stanley worth $143K as of Q2 2023.
  • BerganKDV Wealth Management sold 256 Morgan Stanley shares in Q2 2023, an estimated $21.9K.
  • Morgan Stanley made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #255 holding.
  • BerganKDV Wealth Management first reported a position in Morgan Stanley in Q2 2018 and has held it in 21 quarters since.
  • BerganKDV Wealth Management's Morgan Stanley position peaked at $347K in Q1 2022.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.