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Buckingham Strategic Wealth’s Morgan Stanley MS Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$592K Sell
6,094
-903
-13% -$86K 0.01% 430
2024
Q1 		$659K Buy
6,997
+1,158
+20% +$102K 0.01% 409
2023
Q4 		$545K Buy
5,839
+769
+15% +$61.5K 0.01% 421
2023
Q3 		$414K Buy
5,070
+146
+3% +$12.7K 0.01% 459
2023
Q2 		$421K Sell
4,924
-1,551
-24% -$133K 0.01% 462
2023
Q1 		$551K Hold
6,475
– – 0.01% 360
2022
Q4 		$551K Buy
6,475
+1,818
+39% +$155K 0.01% 362
2022
Q3 		$368K Buy
4,657
+121
+3% +$10.2K 0.01% 427
2022
Q2 		$345K Sell
4,536
-347
-7% -$28.4K 0.01% 443
2022
Q1 		$427K Buy
4,883
+345
+8% +$33.3K 0.01% 395
2021
Q4 		$445K Sell
4,538
-61
-1% -$6.08K 0.01% 391
2021
Q3 		$448K Buy
4,599
+21
+0.5% +$2.08K 0.01% 375
2021
Q2 		$420K Buy
4,578
+338
+8% +$29K 0.01% 401
2021
Q1 		$329K Buy
4,240
+872
+26% +$66.8K 0.02% 415
2020
Q4 		$231K Buy
+3,368
New +$193K 0.01% 477

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Buckingham Strategic Wealth's MS Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Morgan Stanley (MS) stake by 13% in Q2 2024, selling an estimated $86K and leaving 6,094 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #430.

Buckingham Strategic Wealth first reported a position in MS in Q4 2020 and has held it in 15 quarters since. The position peaked at $659K in Q1 2024. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Buckingham Strategic Wealth held 6,094 shares of Morgan Stanley worth $592K as of Q2 2024.
  • Buckingham Strategic Wealth sold 903 Morgan Stanley shares in Q2 2024, an estimated $86K.
  • Morgan Stanley made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #430 holding.
  • Buckingham Strategic Wealth first reported a position in Morgan Stanley in Q4 2020 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's Morgan Stanley position peaked at $659K in Q1 2024.
  • 1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.