CP
MS icon

Corbenic Partners’s Morgan Stanley MS Stock Holding History

Corbenic Partners’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
Q2 		$2K Hold
28
– – ﹤0.01% 184
2022
Q1 		$2K Sell
28
-69
-71% -$6.66K ﹤0.01% 210
2021
Q4 		$10K Buy
97
+28
+41% +$2.79K ﹤0.01% 172
2021
Q3 		$7K Buy
+69
New +$6.84K ﹤0.01% 188

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corbenic Partners's MS Position: Q2 2022 in Review

Corbenic Partners held its Morgan Stanley (MS) position steady in Q2 2022 at 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Corbenic Partners first reported a position in MS in Q3 2021 and has held it in 4 quarters since. The position peaked at $10K in Q4 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Corbenic Partners held 28 shares of Morgan Stanley worth $2K as of Q2 2022.
  • Corbenic Partners left its Morgan Stanley share count unchanged in Q2 2022.
  • Morgan Stanley made up ﹤0.01% of Corbenic Partners's portfolio in Q2 2022, its #184 holding.
  • Corbenic Partners first reported a position in Morgan Stanley in Q3 2021 and has held it in 4 quarters since.
  • Corbenic Partners's Morgan Stanley position peaked at $10K in Q4 2021.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.