Column Capital Advisors’s Morgan Stanley MS Stock Holding History

Column Capital 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	$24.3K	Sell	298 -6	-2%	-$521	﹤0.01%	411
2023 Q2	$26K	Sell	304 -7	-2%	-$599	﹤0.01%	409
2023 Q1	$27.3K	Sell	311 -39	-11%	-$3.64K	﹤0.01%	404
2022 Q4	$29.8K	Hold	350	–	–	﹤0.01%	369
2022 Q3	$28K	Hold	350	–	–	0.01%	346
2022 Q2	$27K	Hold	350	–	–	0.01%	355
2022 Q1	$31K	Sell	350 -149	-30%	-$14.4K	0.01%	351
2021 Q4	$49K	Sell	499 -11	-2%	-$1.1K	0.01%	301
2021 Q3	$50K	Sell	510 -18	-3%	-$1.78K	0.01%	269
2021 Q2	$48K	Sell	528 -64	-11%	-$5.49K	0.01%	278
2021 Q1	$46K	Buy	592 +396	+202%	+$30.3K	0.01%	280
2020 Q4	$13K	Sell	196 -150	-43%	-$8.61K	﹤0.01%	427
2020 Q3	$17K	Sell	346 -476	-58%	-$24K	0.01%	377
2020 Q2	$39K	Sell	822 -31	-4%	-$1.3K	0.01%	285
2020 Q1	$29K	Sell	853 -166	-16%	-$7.82K	0.01%	270
2019 Q4	$52K	Buy	+1,019	New	+$48.2K	0.03%	234

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 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

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