BSC
MS icon

Brown Shipley & Co’s Morgan Stanley MS Stock Holding History

Brown Shipley & Co’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
2024
Q3 		– Sell
-74
Closed -$7.19K – 77
2024
Q2 		$7.19K Sell
74
-1,803
-96% -$172K ﹤0.01% 72
2024
Q1 		$176K Buy
1,877
+3
+0.2% +$264 0.06% 56
2023
Q4 		$175K Hold
1,874
– – 0.09% 53
2023
Q3 		$153K Hold
1,874
– – 0.08% 58
2023
Q2 		$160K Hold
1,874
– – 0.07% 66
2023
Q1 		$165K Buy
+1,874
New +$175K 0.11% 58

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Brown Shipley & Co's MS Position: Q3 2024 in Review

Brown Shipley & Co sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 74 shares — an estimated $7.19K sold.

Brown Shipley & Co first reported a position in MS in Q1 2023 and held it in 6 quarters. The position peaked at $176K in Q1 2024. 1,872 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Brown Shipley & Co reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Brown Shipley & Co sold 74 Morgan Stanley shares in Q3 2024, an estimated $7.19K.
  • Brown Shipley & Co first reported a position in Morgan Stanley in Q1 2023 and held it in 6 quarters.
  • Brown Shipley & Co's Morgan Stanley position peaked at $176K in Q1 2024.
  • 1,872 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Brown Shipley & Co's 13F filing for Q3 2024, filed 14 Nov 2024.