Capital Directions Investment Advisors’s Morgan Stanley MS Stock Holding History

Capital Directions 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
2022 Q4	$71.8K	Buy	+845	New	+$72K	0.03%	102
2022 Q3	–	Sell	-845	Closed	-$71.2K	–	98
2022 Q2	$64K	Sell	845 -640	-43%	-$52.4K	0.02%	112
2022 Q1	$130K	Buy	+1,485	New	+$143K	0.04%	83
2021 Q4	–	Sell	-1,545	Closed	-$150K	–	158
2021 Q3	$150K	Hold	1,545	–	–	0.05%	73
2021 Q2	$142K	Buy	+1,545	New	+$132K	0.04%	71
2021 Q1	–	Sell	-1,630	Closed	-$112K	–	288
2020 Q4	$112K	Hold	1,630	–	–	0.04%	75
2020 Q3	$79K	Hold	1,630	–	–	0.03%	84
2020 Q2	$79K	Buy	1,630 +685	+72%	+$28.8K	0.03%	84
2020 Q1	$32K	Hold	945	–	–	0.01%	134
2019 Q4	$48K	Buy	945 +100	+12%	+$4.73K	0.02%	136
2019 Q3	$36K	Buy	+845	New	+$36.1K	0.01%	151
2018 Q3	–	Sell	-720	Closed	-$34K	–	201
2018 Q2	$34K	Buy	+720	New	+$37.6K	0.02%	87

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Directions Investment Advisors's MS Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Morgan Stanley (MS) in Q4 2022: 845 shares worth $71.8K. The stake represents 0.03% of the portfolio and ranks #102 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in MS as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in MS in Q2 2018 and has held it in 12 quarters since. The position peaked at $150K in Q3 2021. 1,677 funds tracked by Wall St. Rank hold MS as of Q4 2022.

Capital Directions Investment Advisors held 845 shares of Morgan Stanley worth $71.8K as of Q4 2022.
Morgan Stanley was a new Capital Directions Investment Advisors position in Q4 2022.
Morgan Stanley made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #102 holding.
Capital Directions Investment Advisors first reported a position in Morgan Stanley in Q2 2018 and has held it in 12 quarters since.
Capital Directions Investment Advisors's Morgan Stanley position peaked at $150K in Q3 2021.
1,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.