Cedar Wealth Management’s Morgan Stanley MS Stock Holding History

Cedar Wealth 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 Q4	–	Sell	-684	Closed	-$71.3K	–	221
2024 Q3	$71.3K	Hold	684	–	–	0.02%	142
2024 Q2	$66.5K	Hold	684	–	–	0.02%	151
2024 Q1	$64.4K	Buy	684 +157	+30%	+$13.8K	0.02%	155
2023 Q4	$49.1K	Hold	527	–	–	0.02%	160
2023 Q3	$43K	Hold	527	–	–	0.02%	163
2023 Q2	$45K	Hold	527	–	–	0.02%	162
2023 Q1	$46.3K	Sell	527 -395	-43%	-$36.9K	0.02%	160
2022 Q4	$78.4K	Hold	922	–	–	0.04%	122
2022 Q3	$73K	Hold	922	–	–	0.04%	138
2022 Q2	$70K	Hold	922	–	–	0.03%	151
2022 Q1	$81K	Hold	922	–	–	0.03%	152
2021 Q4	$91K	Hold	922	–	–	0.04%	150
2021 Q3	$90K	Hold	922	–	–	0.04%	135
2021 Q2	$85K	Hold	922	–	–	0.04%	145
2021 Q1	$72K	Buy	+922	New	+$70.7K	0.04%	140

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cedar Wealth Management's MS Position: Q4 2024 in Review

Cedar Wealth Management sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 684 shares — an estimated $71.3K sold.

Cedar Wealth Management first reported a position in MS in Q1 2021 and held it in 15 quarters. The position peaked at $91K in Q4 2021. 2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

Cedar Wealth Management reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
Cedar Wealth Management sold 684 Morgan Stanley shares in Q4 2024, an estimated $71.3K.
Cedar Wealth Management first reported a position in Morgan Stanley in Q1 2021 and held it in 15 quarters.
Cedar Wealth Management's Morgan Stanley position peaked at $91K in Q4 2021.
2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.