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Curi Wealth Management’s Morgan Stanley MS Stock Holding History

Curi Wealth Management’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 		– Sell
-2,715
Closed -$253K – 90
2023
Q4 		$253K Buy
+2,715
New +$217K 0.04% 130
2023
Q3 		– Sell
-3,907
Closed -$334K – 171
2023
Q2 		$334K Sell
3,907
-119
-3% -$10.2K 0.05% 117
2023
Q1 		$353K Sell
4,026
-598
-13% -$55.8K 0.05% 110
2022
Q4 		$393K Sell
4,624
-2,487
-35% -$212K 0.06% 126
2022
Q3 		$562K Buy
7,111
+1,270
+22% +$107K 0.09% 101
2022
Q2 		$444K Buy
5,841
+121
+2% +$9.91K 0.09% 68
2022
Q1 		$499K Buy
5,720
+1,492
+35% +$144K 0.09% 62
2021
Q4 		$415K Buy
4,228
+118
+3% +$11.8K 0.07% 73
2021
Q3 		$399K Buy
4,110
+1
+0% +$99 0.18% 50
2021
Q2 		$376K Buy
4,109
+3
+0.1% +$257 0.19% 58
2021
Q1 		$318K Buy
4,106
+5
+0.1% +$383 0.2% 60
2020
Q4 		$281K Buy
+4,101
New +$235K 0.2% 62

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Curi Wealth Management's MS Position: Q1 2024 in Review

Curi Wealth Management sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 2,715 shares — an estimated $253K sold.

Curi Wealth Management first reported a position in MS in Q4 2020 and held it in 12 quarters. The position peaked at $562K in Q3 2022. 1,795 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Curi Wealth Management reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 2,715 Morgan Stanley shares in Q1 2024, an estimated $253K.
  • Curi Wealth Management first reported a position in Morgan Stanley in Q4 2020 and held it in 12 quarters.
  • Curi Wealth Management's Morgan Stanley position peaked at $562K in Q3 2022.
  • 1,795 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.