Claraphi Advisory Network’s Morgan Stanley MS Stock Holding History

Claraphi Advisory Network’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 Q1	–	Sell	-11,780	Closed	-$1.16M	–	322
2021 Q4	$1.16M	Buy	11,780 +801	+7%	+$79.8K	0.4%	57
2021 Q3	$1.07M	Sell	10,979 -17	-0.2%	-$1.68K	0.38%	55
2021 Q2	$1.01M	Buy	10,996 +142	+1%	+$12.2K	0.3%	66
2021 Q1	$843K	Buy	+10,854	New	+$832K	0.23%	95
2020 Q2	–	Sell	-166	Closed	-$6K	–	843
2020 Q1	$6K	Buy	+166	New	+$7.82K	﹤0.01%	859

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Claraphi Advisory Network's MS Position: Q1 2022 in Review

Claraphi Advisory Network sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 11,780 shares — an estimated $1.16M sold.

Claraphi Advisory Network first reported a position in MS in Q1 2020 and held it in 5 quarters. The position peaked at $1.16M in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Claraphi Advisory Network reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Claraphi Advisory Network sold 11,780 Morgan Stanley shares in Q1 2022, an estimated $1.16M.
Claraphi Advisory Network first reported a position in Morgan Stanley in Q1 2020 and held it in 5 quarters.
Claraphi Advisory Network's Morgan Stanley position peaked at $1.16M in Q4 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Claraphi Advisory Network's 13F filing for Q1 2022, filed 12 May 2022.