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Credential Qtrade Securities’s Morgan Stanley MS Stock Holding History

Credential Qtrade Securities’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 		$124K Hold
1,316
– – 0.01% 248
2023
Q4 		$123K Hold
1,316
– – 0.01% 234
2023
Q3 		$107K Hold
1,316
– – 0.01% 230
2023
Q2 		$112K Sell
1,316
-579
-31% -$49.5K 0.01% 237
2023
Q1 		$166K Sell
1,895
-25
-1% -$2.33K 0.01% 233
2022
Q4 		$163K Sell
1,920
-148
-7% -$12.6K 0.01% 243
2022
Q3 		$163K Hold
2,068
– – 0.01% 223
2022
Q2 		$157K Sell
2,068
-438
-17% -$35.9K 0.01% 237
2022
Q1 		$219K Sell
2,506
-28
-1% -$2.7K 0.01% 241
2021
Q4 		$249K Buy
2,534
+21
+0.8% +$2.09K 0.02% 234
2021
Q3 		$245K Sell
2,513
-419
-14% -$41.5K 0.02% 228
2021
Q2 		$269K Sell
2,932
-84
-3% -$7.2K 0.02% 220
2021
Q1 		$234K Buy
3,016
+2,516
+503% +$193K 0.02% 215
2020
Q4 		$34.3K Buy
+500
New +$28.7K ﹤0.01% 248
2018
Q4 		– Sell
-764
Closed -$35.6K – 282
2018
Q3 		$35.6K Buy
+764
New +$37.3K 0.01% 247

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Credential Qtrade Securities's MS Position: Q1 2024 in Review

Credential Qtrade Securities held its Morgan Stanley (MS) position steady in Q1 2024 at 1,316 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #248.

Credential Qtrade Securities first reported a position in MS in Q3 2018 and has held it in 15 quarters since. The position peaked at $269K in Q2 2021. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Credential Qtrade Securities held 1,316 shares of Morgan Stanley worth $124K as of Q1 2024.
  • Credential Qtrade Securities left its Morgan Stanley share count unchanged in Q1 2024.
  • Morgan Stanley made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #248 holding.
  • Credential Qtrade Securities first reported a position in Morgan Stanley in Q3 2018 and has held it in 15 quarters since.
  • Credential Qtrade Securities's Morgan Stanley position peaked at $269K in Q2 2021.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.