Cary Street Partners Asset Management’s Morgan Stanley MS Stock Holding History

Cary Street Partners Asset Management’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	$2.64M	Sell	25,341 -40	-0.2%	-$4.03K	0.35%	72
2024 Q2	$2.47M	Buy	25,381 +4,876	+24%	+$464K	0.36%	76
2024 Q1	$1.93M	Buy	+20,505	New	+$1.81M	0.3%	86
2023 Q2	–	Sell	-171	Closed	-$15K	–	322
2023 Q1	$15K	Hold	171	–	–	﹤0.01%	316
2022 Q4	$14.5K	Sell	171 -28	-14%	-$2.39K	﹤0.01%	345
2022 Q3	$16K	Buy	+199	New	+$16.8K	﹤0.01%	298

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cary Street Partners Asset Management's MS Position: Q3 2024 in Review

Cary Street Partners Asset Management reduced its Morgan Stanley (MS) stake by 0.16% in Q3 2024, selling an estimated $4.03K and leaving 25,341 shares worth $2.64M. The position accounts for 0.35% of the portfolio, ranked #72.

Cary Street Partners Asset Management first reported a position in MS in Q3 2022 and has held it in 6 quarters since. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Cary Street Partners Asset Management held 25,341 shares of Morgan Stanley worth $2.64M as of Q3 2024.
Cary Street Partners Asset Management sold 40 Morgan Stanley shares in Q3 2024, an estimated $4.03K.
Morgan Stanley made up 0.35% of Cary Street Partners Asset Management's portfolio in Q3 2024, its #72 holding.
Cary Street Partners Asset Management first reported a position in Morgan Stanley in Q3 2022 and has held it in 6 quarters since.
1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Cary Street Partners Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.