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Brendel Financial Advisors’s Morgan Stanley MS Stock Holding History

Brendel Financial 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
Q2 		– Sell
-146,022
Closed -$3.23M – 109
2022
Q1 		$3.23M Buy
+146,022
New +$14.1M 1.76% 17

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Brendel Financial Advisors's MS Position: Q2 2022 in Review

Brendel Financial Advisors sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 146,022 shares — an estimated $3.23M sold.

Brendel Financial Advisors first reported a position in MS in Q1 2022 and held it in 1 quarter. The position peaked at $3.23M in Q1 2022. 1,603 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Brendel Financial Advisors reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Brendel Financial Advisors sold 146,022 Morgan Stanley shares in Q2 2022, an estimated $3.23M.
  • Brendel Financial Advisors first reported a position in Morgan Stanley in Q1 2022 and held it in 1 quarter.
  • Brendel Financial Advisors's Morgan Stanley position peaked at $3.23M in Q1 2022.
  • 1,603 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Brendel Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.