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Copperwynd Financial’s Morgan Stanley MS Stock Holding History

Copperwynd Financial’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
2022
Q4 		– Sell
-24,388
Closed -$1.93M – 138
2022
Q3 		$1.93M Buy
+24,388
New +$2.06M 1.11% 20
2021
Q4 		– Sell
-68,666
Closed -$6.68M – 124
2021
Q3 		$6.68M Buy
+68,666
New +$6.8M 2.76% 9

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Copperwynd Financial's MS Position: Q4 2022 in Review

Copperwynd Financial sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 24,388 shares — an estimated $1.93M sold.

Copperwynd Financial first reported a position in MS in Q3 2021 and held it in 2 quarters. The position peaked at $6.68M in Q3 2021. 1,677 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Copperwynd Financial reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Copperwynd Financial sold 24,388 Morgan Stanley shares in Q4 2022, an estimated $1.93M.
  • Copperwynd Financial first reported a position in Morgan Stanley in Q3 2021 and held it in 2 quarters.
  • Copperwynd Financial's Morgan Stanley position peaked at $6.68M in Q3 2021.
  • 1,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Copperwynd Financial's 13F filing for Q4 2022, filed 2 Feb 2023.