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Caerus Investment Advisors’s Morgan Stanley MS Stock Holding History

Caerus Investment 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
2023
Q4 		– Sell
-7,010
Closed -$573K – 40
2023
Q3 		$573K Hold
7,010
– – 0.59% 18
2023
Q2 		$599K Hold
7,010
– – 0.68% 18
2023
Q1 		$615K Hold
7,010
– – 0.71% 20
2022
Q4 		$596K Sell
7,010
-3,069
-30% -$262K 0.9% 15
2022
Q3 		$796K Hold
10,079
– – 1% 19
2022
Q2 		$767K Hold
10,079
– – 0.93% 20
2022
Q1 		$818K Buy
+10,079
New +$972K 0.99% 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
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

Caerus Investment Advisors's MS Position: Q4 2023 in Review

Caerus Investment Advisors sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 7,010 shares — an estimated $573K sold.

Caerus Investment Advisors first reported a position in MS in Q1 2022 and held it in 7 quarters. The position peaked at $818K in Q1 2022. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Caerus Investment Advisors reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • Caerus Investment Advisors sold 7,010 Morgan Stanley shares in Q4 2023, an estimated $573K.
  • Caerus Investment Advisors first reported a position in Morgan Stanley in Q1 2022 and held it in 7 quarters.
  • Caerus Investment Advisors's Morgan Stanley position peaked at $818K in Q1 2022.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Caerus Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.