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Cetera Advisors’s Morgan Stanley MS Stock Holding History

Cetera 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
2024
Q1 		$9.7M Buy
105,295
+88,053
+511% +$7.75M 0.08% 258
2023
Q4 		$1.48M Buy
17,242
+259
+2% +$20.7K 0.02% 616
2023
Q3 		$1.28M Buy
16,983
+604
+4% +$52.4K 0.02% 627
2023
Q2 		$1.28M Buy
16,379
+2,930
+22% +$251K 0.02% 629
2023
Q1 		$1.11M Sell
13,449
-442
-3% -$41.3K 0.02% 650
2022
Q4 		$1.12M Buy
13,891
+4,865
+54% +$415K 0.02% 632
2022
Q3 		$1K Buy
9,026
+700
+8% +$59K ﹤0.01% 1318
2022
Q2 		$633K Sell
8,326
-5,344
-39% -$438K 0.01% 741
2022
Q1 		$1.2M Buy
13,670
+1,717
+14% +$166K 0.02% 559
2021
Q4 		$1.17M Sell
11,953
-1,913
-14% -$191K 0.02% 541
2021
Q3 		$1.35M Buy
13,866
+3,147
+29% +$312K 0.03% 516
2021
Q2 		$980K Sell
10,719
-137
-1% -$11.7K 0.02% 554
2021
Q1 		$843K Buy
10,856
+2,324
+27% +$178K 0.02% 545
2020
Q4 		$585K Buy
8,532
+828
+11% +$47.5K 0.02% 579
2020
Q3 		$372K Buy
7,704
+505
+7% +$25.4K 0.01% 661
2020
Q2 		$348K Sell
7,199
-203
-3% -$8.53K 0.01% 649
2020
Q1 		$252K Buy
7,402
+1,090
+17% +$51.3K 0.01% 650
2019
Q4 		$324K Sell
6,312
-2,441
-28% -$116K 0.01% 690
2019
Q3 		$374K Buy
8,753
+3,741
+75% +$160K 0.02% 631
2019
Q2 		$222K Buy
5,012
+28
+0.6% +$1.25K 0.01% 823
2019
Q1 		$212K Buy
+4,984
New +$210K 0.01% 764

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cetera Advisors's MS Position: Q1 2024 in Review

Cetera Advisors increased its Morgan Stanley (MS) stake by 511% in Q1 2024, buying an estimated $7.75M and bringing the position to 105,295 shares worth $9.7M. The position accounts for 0.08% of the portfolio, ranked #258.

Cetera Advisors first reported a position in MS in Q1 2019 and has held it in 21 quarters since. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Cetera Advisors held 105,295 shares of Morgan Stanley worth $9.7M as of Q1 2024.
  • Cetera Advisors bought 88,053 Morgan Stanley shares in Q1 2024, an estimated $7.75M.
  • Morgan Stanley made up 0.08% of Cetera Advisors's portfolio in Q1 2024, its #258 holding.
  • Cetera Advisors first reported a position in Morgan Stanley in Q1 2019 and has held it in 21 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

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