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Clear Rock Advisors’s Morgan Stanley MS Stock Holding History

Clear Rock 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
Q2 		$2.51M Buy
25,783
+563
+2% +$53.6K 1.07% 36
2024
Q1 		$2.37M Buy
25,220
+345
+1% +$30.4K 1.03% 31
2023
Q4 		$2.14M Buy
+24,875
New +$1.99M 0.97% 36

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Clear Rock Advisors's MS Position: Q2 2024 in Review

Clear Rock Advisors increased its Morgan Stanley (MS) stake by 2.2% in Q2 2024, buying an estimated $53.6K and bringing the position to 25,783 shares worth $2.51M. The position accounts for 1.07% of the portfolio, ranked #36.

Clear Rock Advisors first reported a position in MS in Q4 2023 and has held it in 3 quarters since. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Clear Rock Advisors held 25,783 shares of Morgan Stanley worth $2.51M as of Q2 2024.
  • Clear Rock Advisors bought 563 Morgan Stanley shares in Q2 2024, an estimated $53.6K.
  • Morgan Stanley made up 1.07% of Clear Rock Advisors's portfolio in Q2 2024, its #36 holding.
  • Clear Rock Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 3 quarters since.
  • 1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.