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Clearview Wealth Advisors’s Morgan Stanley MS Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-759
Closed -$64.8K – 427
2023
Q2 		$64.8K Buy
759
+3
+0.4% +$257 0.07% 181
2023
Q1 		$66.4K Buy
756
+1
+0.1% +$93 0.07% 178
2022
Q4 		$64.2K Buy
755
+2
+0.3% +$170 0.05% 154
2022
Q3 		$60K Buy
753
+2
+0.3% +$169 0.05% 155
2022
Q2 		$57K Sell
751
-248
-25% -$20.3K 0.04% 171
2022
Q1 		$87K Sell
999
-485
-33% -$46.8K 0.06% 148
2021
Q4 		$146K Sell
1,484
-438
-23% -$43.6K 0.09% 124
2021
Q3 		$187K Buy
1,922
+787
+69% +$78K 0.12% 117
2021
Q2 		$104K Buy
1,135
+629
+124% +$53.9K 0.06% 157
2021
Q1 		$39K Buy
506
+402
+387% +$30.8K 0.03% 253
2020
Q4 		$7K Buy
+104
New +$5.97K ﹤0.01% 420

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearview Wealth Advisors's MS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 759 shares — an estimated $64.8K sold.

Clearview Wealth Advisors first reported a position in MS in Q4 2020 and held it in 11 quarters. The position peaked at $187K in Q3 2021. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 759 Morgan Stanley shares in Q3 2023, an estimated $64.8K.
  • Clearview Wealth Advisors first reported a position in Morgan Stanley in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Morgan Stanley position peaked at $187K in Q3 2021.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.