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Better Money Decisions’s Morgan Stanley MS Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-427
Closed -$32K – 292
2022
Q2 		$32K Buy
+427
New +$35K 0.03% 176
2021
Q4 		– Sell
-454
Closed -$44K – 385
2021
Q3 		$44K Buy
454
+2
+0.4% +$198 0.04% 171
2021
Q2 		$41K Buy
452
+2
+0.4% +$171 0.04% 169
2021
Q1 		$35K Buy
+450
New +$34.5K 0.04% 154

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Better Money Decisions's MS Position: Q3 2022 in Review

Better Money Decisions sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 427 shares — an estimated $32K sold.

Better Money Decisions first reported a position in MS in Q1 2021 and held it in 4 quarters. The position peaked at $44K in Q3 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Better Money Decisions reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 427 Morgan Stanley shares in Q3 2022, an estimated $32K.
  • Better Money Decisions first reported a position in Morgan Stanley in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's Morgan Stanley position peaked at $44K in Q3 2021.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.