CCB
MS icon

Cutter & Co Brokerage’s Morgan Stanley MS Stock Holding History

Cutter & Co Brokerage’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
Q1 		– Sell
-4,070
Closed -$346K – 225
2022
Q4 		$346K Sell
4,070
-374
-8% -$31.9K 0.12% 133
2022
Q3 		$351K Sell
4,444
-63
-1% -$5.31K 0.13% 135
2022
Q2 		$343K Buy
4,507
+1,720
+62% +$141K 0.12% 145
2022
Q1 		$244K Buy
+2,787
New +$269K 0.07% 192

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cutter & Co Brokerage's MS Position: Q1 2023 in Review

Cutter & Co Brokerage sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 4,070 shares — an estimated $346K sold.

Cutter & Co Brokerage first reported a position in MS in Q1 2022 and held it in 4 quarters. The position peaked at $351K in Q3 2022. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Cutter & Co Brokerage reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Cutter & Co Brokerage sold 4,070 Morgan Stanley shares in Q1 2023, an estimated $346K.
  • Cutter & Co Brokerage first reported a position in Morgan Stanley in Q1 2022 and held it in 4 quarters.
  • Cutter & Co Brokerage's Morgan Stanley position peaked at $351K in Q3 2022.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Cutter & Co Brokerage's 13F filing for Q1 2023, filed 9 May 2023.