Connectus Wealth’s Morgan Stanley MS Stock Holding History

Connectus Wealth’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 Q1	$1.85M	Sell	19,695 -9,315	-32%	-$820K	0.05%	193
2023 Q4	$2.71M	Sell	29,010 -1,489	-5%	-$119K	0.06%	219
2023 Q3	$2.49M	Buy	30,499 +43	+0.1%	+$3.73K	0.06%	225
2023 Q2	$2.6M	Sell	30,456 -44,195	-59%	-$3.78M	0.06%	193
2023 Q1	$6.56M	Buy	74,651 +10,707	+17%	+$999K	0.16%	127
2022 Q4	$5.44M	Buy	63,944 +532	+0.8%	+$45.3K	0.13%	137
2022 Q3	$5.02M	Buy	63,412 +1,602	+3%	+$135K	0.1%	183
2022 Q2	$4.71M	Buy	61,810 +22,952	+59%	+$1.88M	0.11%	152
2022 Q1	$3.82M	Sell	38,858 -21,911	-36%	-$2.11M	0.12%	118
2021 Q4	$5.97M	Buy	+60,769	New	+$6.05M	0.23%	69

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Connectus Wealth's MS Position: Q1 2024 in Review

Connectus Wealth reduced its Morgan Stanley (MS) stake by 32% in Q1 2024, selling an estimated $820K and leaving 19,695 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #193.

Connectus Wealth first reported a position in MS in Q4 2021 and has held it in 10 quarters since. The position peaked at $6.56M in Q1 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

Connectus Wealth held 19,695 shares of Morgan Stanley worth $1.85M as of Q1 2024.
Connectus Wealth sold 9,315 Morgan Stanley shares in Q1 2024, an estimated $820K.
Morgan Stanley made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #193 holding.
Connectus Wealth first reported a position in Morgan Stanley in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's Morgan Stanley position peaked at $6.56M in Q1 2023.
1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.