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Dumont & Blake Investment Advisors’s Morgan Stanley MS Stock Holding History

Dumont & Blake Investment Advisors’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
Q1 		– Sell
-1,000
Closed -$98K – 219
2021
Q4 		$98K Hold
1,000
– – 0.03% 197
2021
Q3 		$97K Buy
+1,000
New +$99.1K 0.03% 198

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dumont & Blake Investment Advisors's MS Position: Q1 2022 in Review

Dumont & Blake Investment Advisors sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 2,072 shares — an estimated $203K sold.

Dumont & Blake Investment Advisors first reported a position in MS in Q3 2021 and held it in 2 quarters. The position peaked at $206K in Q3 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • Dumont & Blake Investment Advisors reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 2,072 Morgan Stanley shares in Q1 2022, an estimated $203K.
  • Dumont & Blake Investment Advisors first reported a position in Morgan Stanley in Q3 2021 and held it in 2 quarters.
  • Dumont & Blake Investment Advisors's Morgan Stanley position peaked at $206K in Q3 2021.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.