CL
MS icon

CPWM LLC’s Morgan Stanley MS Stock Holding History

CPWM LLC’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
Q3 		$349K Sell
4,421
-1,700
-28% -$143K 0.03% 239
2022
Q2 		$466K Buy
6,121
+1,802
+42% +$148K 0.04% 237
2022
Q1 		$378K Buy
4,319
+488
+13% +$47.1K 0.03% 244
2021
Q4 		$373K Hold
3,831
– – 0.03% 257
2021
Q3 		$373K Sell
3,831
-22
-0.6% -$2.18K 0.03% 212
2021
Q2 		$353K Buy
3,853
+415
+12% +$35.6K 0.03% 223
2021
Q1 		$267K Buy
3,438
+50
+1% +$3.83K 0.02% 279
2020
Q4 		$232K Buy
+3,388
New +$194K 0.02% 280
2017
Q1 		– Sell
-5,053
Closed -$213K – 262
2016
Q4 		$213K Buy
+5,053
New +$191K 0.05% 235
2016
Q1 		– Sell
-8,226
Closed -$262K – 279
2015
Q4 		$262K Buy
8,226
+195
+2% +$6.48K 0.05% 231
2015
Q3 		$253K Buy
+8,031
New +$292K 0.06% 222

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 $5.7T 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 $1.47T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return