Catalyst Capital Advisors’s Morgan Stanley MS Stock Holding History

Catalyst Capital 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 Q2	–	Sell	-60,600	Closed	-$5.3M	–	380
2022 Q1	$5.3M	Sell	60,600 -4,650	-7%	-$449K	0.23%	60
2021 Q4	$6.41M	Sell	65,250 -3,950	-6%	-$393K	0.3%	57
2021 Q3	$6.73M	Sell	69,200 -3,600	-5%	-$357K	0.34%	46
2021 Q2	$6.67M	Sell	72,800 -2,200	-3%	-$189K	0.33%	45
2021 Q1	$5.83M	Buy	+75,000	New	+$5.75M	0.32%	48
2020 Q1	–	Sell	-9,100	Closed	-$465K	–	292
2019 Q4	$465K	Buy	+9,100	New	+$431K	0.01%	185

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Catalyst Capital Advisors's MS Position: Q2 2022 in Review

Catalyst Capital Advisors sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 60,600 shares — an estimated $5.3M sold.

Catalyst Capital Advisors first reported a position in MS in Q4 2019 and held it in 6 quarters. The position peaked at $6.73M in Q3 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Catalyst Capital Advisors reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
Catalyst Capital Advisors sold 60,600 Morgan Stanley shares in Q2 2022, an estimated $5.3M.
Catalyst Capital Advisors first reported a position in Morgan Stanley in Q4 2019 and held it in 6 quarters.
Catalyst Capital Advisors's Morgan Stanley position peaked at $6.73M in Q3 2021.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Catalyst Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.