Core Wealth Advisors (Florida)’s Morgan Stanley MS Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-143	Closed	-$12.6K	–	264
2023 Q1	$12.6K	Hold	143	–	–	0.01%	139
2022 Q4	$12.2K	Buy	143 +109	+321%	+$9.29K	0.01%	147
2022 Q3	$3K	Hold	34	–	–	﹤0.01%	194
2022 Q2	$3K	Buy	+34	New	+$2.79K	﹤0.01%	192
2022 Q1	–	Sell	-8,747	Closed	-$859K	–	217
2021 Q4	$859K	Sell	8,747 -2,633	-23%	-$262K	0.51%	23
2021 Q3	$1.11M	Sell	11,380 -3,681	-24%	-$365K	0.73%	16
2021 Q2	$1.38M	Buy	+15,061	New	+$1.29M	0.92%	11

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MS Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 143 shares — an estimated $12.6K sold.

Core Wealth Advisors (Florida) first reported a position in MS in Q2 2021 and held it in 7 quarters. The position peaked at $1.38M in Q2 2021. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 143 Morgan Stanley shares in Q2 2023, an estimated $12.6K.
Core Wealth Advisors (Florida) first reported a position in Morgan Stanley in Q2 2021 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s Morgan Stanley position peaked at $1.38M in Q2 2021.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.