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Comerica Securities’s Morgan Stanley MS Stock Holding History

Comerica Securities’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 		$2.33M Sell
28,509
-4,081
-13% -$354K 0.19% 116
2023
Q2 		$2.78M Sell
32,590
-1,441
-4% -$123K 0.19% 115
2023
Q1 		$2.99M Sell
34,031
-10,843
-24% -$1.01M 0.22% 111
2022
Q4 		$3.82M Buy
44,874
+100
+0.2% +$8.52K 0.27% 100
2022
Q3 		$3.54M Sell
44,774
-1,184
-3% -$99.8K 0.29% 95
2022
Q2 		$3.5M Buy
45,958
+3,843
+9% +$315K 0.26% 97
2022
Q1 		$3.68M Sell
42,115
-984
-2% -$94.9K 0.25% 99
2021
Q4 		$4.23M Buy
43,099
+1,582
+4% +$158K 0.27% 94
2021
Q3 		$4.04M Buy
41,517
+8,850
+27% +$877K 0.29% 97
2021
Q2 		$3M Buy
32,667
+7,122
+28% +$611K 0.23% 115
2021
Q1 		$1.98M Sell
25,545
-3,476
-12% -$266K 0.15% 141
2020
Q4 		$1.99M Sell
29,021
-276
-0.9% -$15.8K 0.16% 124
2020
Q3 		$1.42M Buy
29,297
+283
+1% +$14.3K 0.13% 145
2020
Q2 		$1.4M Buy
29,014
+19,110
+193% +$803K 0.13% 141
2020
Q1 		$337K Buy
9,904
+388
+4% +$18.3K 0.04% 294
2019
Q4 		$486K Sell
9,516
-141
-1% -$6.67K 0.05% 290
2019
Q3 		$412K Buy
9,657
+841
+10% +$35.9K 0.04% 299
2019
Q2 		$386K Sell
8,816
-1,255
-12% -$56K 0.04% 308
2019
Q1 		$425K Sell
10,071
-74,605
-88% -$3.14M 0.05% 291
2018
Q4 		$3.36M Buy
84,676
+63,950
+309% +$2.79M 0.44% 59
2018
Q3 		$965K Buy
20,726
+14,959
+259% +$730K 0.11% 198
2018
Q2 		$273K Buy
5,767
+7
+0.1% +$366 0.03% 355
2018
Q1 		$311K Buy
5,760
+11
+0.2% +$609 0.04% 324
2017
Q4 		$302K Sell
5,749
-2
-0% -$101 0.04% 338
2017
Q3 		$277K Buy
5,751
+967
+20% +$44.9K 0.04% 334
2017
Q2 		$213K Buy
+4,784
New +$206K 0.03% 371
2015
Q1 		– Sell
-6,408
Closed -$249K – 313
2014
Q4 		$249K Sell
6,408
-51
-0.8% -$1.81K 0.16% 117
2014
Q3 		$223K Buy
+6,459
New +$215K 0.15% 132

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

Comerica Securities's MS Position: Q3 2023 in Review

Comerica Securities reduced its Morgan Stanley (MS) stake by 13% in Q3 2023, selling an estimated $354K and leaving 28,509 shares worth $2.33M. The position accounts for 0.19% of the portfolio, ranked #116.

Comerica Securities first reported a position in MS in Q3 2014 and has held it in 28 quarters since. The position peaked at $4.23M in Q4 2021. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Comerica Securities held 28,509 shares of Morgan Stanley worth $2.33M as of Q3 2023.
  • Comerica Securities sold 4,081 Morgan Stanley shares in Q3 2023, an estimated $354K.
  • Morgan Stanley made up 0.19% of Comerica Securities's portfolio in Q3 2023, its #116 holding.
  • Comerica Securities first reported a position in Morgan Stanley in Q3 2014 and has held it in 28 quarters since.
  • Comerica Securities's Morgan Stanley position peaked at $4.23M in Q4 2021.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.