DeDora Capital’s Morgan Stanley MS Stock Holding History

DeDora Capital’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 Q2	–	Sell	-200	Closed	-$17K	–	293
2022 Q1	$17K	Buy	+200	New	+$19.3K	0.01%	249

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

DeDora Capital's MS Position: Q2 2022 in Review

DeDora Capital sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 200 shares — an estimated $17K sold.

DeDora Capital first reported a position in MS in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

DeDora Capital reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 200 Morgan Stanley shares in Q2 2022, an estimated $17K.
DeDora Capital first reported a position in Morgan Stanley in Q1 2022 and held it in 1 quarter.
DeDora Capital's Morgan Stanley position peaked at $17K in Q1 2022.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.