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Cetera Advisor Networks’s Morgan Stanley MS Stock Holding History

Cetera Advisor Networks’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
Q1 		$8.18M Sell
91,643
-4,709
-5% -$415K 0.04% 432
2023
Q4 		$8.59M Buy
96,352
+8,814
+10% +$705K 0.05% 391
2023
Q3 		$6.78M Buy
87,538
+8,857
+11% +$769K 0.04% 417
2023
Q2 		$6.39M Buy
78,681
+2,413
+3% +$206K 0.04% 406
2023
Q1 		$6.33M Buy
76,268
+169
+0.2% +$15.8K 0.05% 394
2022
Q4 		$6.27M Buy
76,099
+24,328
+47% +$2.07M 0.05% 379
2022
Q3 		$4.05M Buy
51,771
+4,160
+9% +$351K 0.05% 380
2022
Q2 		$3.58M Buy
47,611
+20,965
+79% +$1.72M 0.05% 395
2022
Q1 		$2.28M Sell
26,646
-12,421
-32% -$1.2M 0.03% 567
2021
Q4 		$3.81M Buy
39,067
+7,353
+23% +$732K 0.05% 378
2021
Q3 		$3.05M Buy
31,714
+3,890
+14% +$385K 0.04% 406
2021
Q2 		$2.45M Buy
27,824
+10,313
+59% +$884K 0.03% 465
2021
Q1 		$1.36M Buy
17,511
+1,156
+7% +$88.6K 0.03% 479
2020
Q4 		$1.08M Sell
16,355
-208
-1% -$11.9K 0.03% 513
2020
Q3 		$779K Buy
16,563
+368
+2% +$18.5K 0.02% 557
2020
Q2 		$782K Sell
16,195
-1,403
-8% -$58.9K 0.02% 538
2020
Q1 		$598K Sell
17,598
-339
-2% -$16K 0.02% 560
2019
Q4 		$915K Buy
17,937
+4,453
+33% +$211K 0.02% 525
2019
Q3 		$573K Sell
13,484
-3,916
-23% -$167K 0.02% 648
2019
Q2 		$764K Sell
17,400
-360
-2% -$16.1K 0.02% 540
2019
Q1 		$743K Sell
17,760
-3,836
-18% -$161K 0.02% 535
2018
Q4 		$860K Sell
21,596
-1,241
-5% -$54.2K 0.03% 415
2018
Q3 		$1.07M Buy
22,837
+3,620
+19% +$177K 0.04% 377
2018
Q2 		$911K Buy
19,217
+2,731
+17% +$143K 0.05% 316
2018
Q1 		$888K Sell
16,486
-2,107
-11% -$117K 0.04% 357
2017
Q4 		$970K Buy
18,593
+7,250
+64% +$367K 0.04% 374
2017
Q3 		$546K Sell
11,343
-236
-2% -$10.9K 0.02% 504
2017
Q2 		$517K Sell
11,579
-81
-0.7% -$3.49K 0.02% 509
2017
Q1 		$499K Sell
11,660
-345
-3% -$15.3K 0.02% 502
2016
Q4 		$505K Sell
12,005
-9,333
-44% -$353K 0.03% 479
2016
Q3 		$684K Buy
21,338
+8,244
+63% +$246K 0.03% 477
2016
Q2 		$339K Buy
13,094
+1,742
+15% +$45.6K 0.02% 581
2016
Q1 		$288K Sell
11,352
-1,579
-12% -$40.3K 0.02% 625
2015
Q4 		$412K Buy
12,931
+1,699
+15% +$56.5K 0.03% 493
2015
Q3 		$356K Buy
11,232
+1,591
+17% +$57.9K 0.02% 524
2015
Q2 		$345K Hold
9,641
– – 0.02% 578
2015
Q1 		$345K Buy
9,641
+1,763
+22% +$63.3K 0.02% 582
2014
Q4 		$307K Buy
7,878
+943
+14% +$33.5K 0.02% 594
2014
Q3 		$237K Buy
+6,935
New +$231K 0.02% 691

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 $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cetera Advisor Networks's MS Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Morgan Stanley (MS) stake by 4.9% in Q1 2024, selling an estimated $415K and leaving 91,643 shares worth $8.18M. The position accounts for 0.04% of the portfolio, ranked #432.

Cetera Advisor Networks first reported a position in MS in Q3 2014 and has held it in 39 quarters since. The position peaked at $8.59M in Q4 2023. 1,795 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Cetera Advisor Networks held 91,643 shares of Morgan Stanley worth $8.18M as of Q1 2024.
  • Cetera Advisor Networks sold 4,709 Morgan Stanley shares in Q1 2024, an estimated $415K.
  • Morgan Stanley made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #432 holding.
  • Cetera Advisor Networks first reported a position in Morgan Stanley in Q3 2014 and has held it in 39 quarters since.
  • Cetera Advisor Networks's Morgan Stanley position peaked at $8.59M in Q4 2023.
  • 1,795 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.