Claris Advisors’s Morgan Stanley MS Stock Holding History

Claris 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 Q4	–	Sell	-139	Closed	-$14.5K	–	739
2024 Q3	$14.5K	Buy	+139	New	+$14K	0.01%	200

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Claris Advisors's MS Position: Q4 2024 in Review

Claris Advisors sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 139 shares — an estimated $14.5K sold.

Claris Advisors first reported a position in MS in Q3 2024 and held it in 1 quarter. The position peaked at $14.5K in Q3 2024. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

Claris Advisors reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 139 Morgan Stanley shares in Q4 2024, an estimated $14.5K.
Claris Advisors first reported a position in Morgan Stanley in Q3 2024 and held it in 1 quarter.
Claris Advisors's Morgan Stanley position peaked at $14.5K in Q3 2024.
2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.