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Cedar Brook Financial Partners’s Morgan Stanley MS Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-3,075
Closed -$290K – 266
2024
Q1 		$290K Sell
3,075
-412
-12% -$36.3K 0.06% 323
2023
Q4 		$316K Buy
3,487
+98
+3% +$7.84K 0.07% 281
2023
Q3 		$277K Sell
3,389
-343
-9% -$29.8K 0.07% 276
2023
Q2 		$319K Buy
3,732
+186
+5% +$15.9K 0.08% 273
2023
Q1 		$311K Sell
3,546
-497
-12% -$46.4K 0.08% 264
2022
Q4 		$344K Buy
4,043
+979
+32% +$83.4K 0.1% 236
2022
Q3 		$242K Buy
3,064
+228
+8% +$19.2K 0.08% 283
2022
Q2 		$216K Sell
2,836
-630
-18% -$51.6K 0.07% 307
2022
Q1 		$303K Buy
3,466
+551
+19% +$53.2K 0.08% 281
2021
Q4 		$286K Buy
2,915
+152
+6% +$15.1K 0.07% 295
2021
Q3 		$269K Sell
2,763
-616
-18% -$61K 0.08% 269
2021
Q2 		$310K Buy
3,379
+410
+14% +$35.2K 0.09% 263
2021
Q1 		$231K Sell
2,969
-88
-3% -$6.74K 0.08% 283
2020
Q4 		$209K Buy
+3,057
New +$175K 0.07% 296

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cedar Brook Financial Partners's MS Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 3,075 shares — an estimated $290K sold.

Cedar Brook Financial Partners first reported a position in MS in Q4 2020 and held it in 14 quarters. The position peaked at $344K in Q4 2022. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,075 Morgan Stanley shares in Q2 2024, an estimated $290K.
  • Cedar Brook Financial Partners first reported a position in Morgan Stanley in Q4 2020 and held it in 14 quarters.
  • Cedar Brook Financial Partners's Morgan Stanley position peaked at $344K in Q4 2022.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.