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Buck Wealth Strategies’s Morgan Stanley MS Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-52
Closed -$4.22K – 252
2023
Q3 		$4.22K Sell
52
-864
-94% -$75K ﹤0.01% 252
2023
Q2 		$78.2K Buy
916
+865
+1,696% +$74K 0.03% 59
2023
Q1 		$4.45K Buy
+51
New +$4.76K ﹤0.01% 137

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 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Buck Wealth Strategies's MS Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 52 shares — an estimated $4.22K sold.

Buck Wealth Strategies first reported a position in MS in Q1 2023 and held it in 3 quarters. The position peaked at $78.2K in Q2 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 52 Morgan Stanley shares in Q4 2023, an estimated $4.22K.
  • Buck Wealth Strategies first reported a position in Morgan Stanley in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Morgan Stanley position peaked at $78.2K in Q2 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.