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Exos TFP Holdings’s Morgan Stanley MS Stock Holding History

Exos TFP Holdings’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
Q2 		– Sell
-5,063
Closed -$445K – 347
2023
Q1 		$445K Buy
5,063
+2,618
+107% +$244K 0.11% 205
2022
Q4 		$208K Buy
2,445
+2,311
+1,725% +$197K 0.06% 246
2022
Q3 		$11K Buy
+134
New +$11.3K 0.01% 364

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Exos TFP Holdings's MS Position: Q2 2023 in Review

Exos TFP Holdings sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 5,063 shares — an estimated $445K sold.

Exos TFP Holdings first reported a position in MS in Q3 2022 and held it in 3 quarters. The position peaked at $445K in Q1 2023. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • Exos TFP Holdings reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
  • Exos TFP Holdings sold 5,063 Morgan Stanley shares in Q2 2023, an estimated $445K.
  • Exos TFP Holdings first reported a position in Morgan Stanley in Q3 2022 and held it in 3 quarters.
  • Exos TFP Holdings's Morgan Stanley position peaked at $445K in Q1 2023.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Exos TFP Holdings's 13F filing for Q2 2023, filed 14 Aug 2023.