Financial Synergies Wealth Advisors’s Morgan Stanley MS Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-70	Closed	-$6.59K	–	302
2024 Q1	$6.59K	Buy	70 +7	+11%	+$616	﹤0.01%	266
2023 Q4	$5.36K	Sell	63 -7	-10%	-$560	﹤0.01%	214
2023 Q3	$5.72K	Hold	70	–	–	﹤0.01%	262
2023 Q2	$5.98K	Sell	70 -17	-20%	-$1.45K	﹤0.01%	255
2023 Q1	$7.64K	Buy	87 +24	+38%	+$2.24K	﹤0.01%	245
2022 Q4	$5.36K	Buy	+63	New	+$5.37K	﹤0.01%	214

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Financial Synergies Wealth Advisors's MS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 70 shares — an estimated $6.59K sold.

Financial Synergies Wealth Advisors first reported a position in MS in Q4 2022 and held it in 6 quarters. The position peaked at $7.64K in Q1 2023. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 70 Morgan Stanley shares in Q2 2024, an estimated $6.59K.
Financial Synergies Wealth Advisors first reported a position in Morgan Stanley in Q4 2022 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Morgan Stanley position peaked at $7.64K in Q1 2023.
1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.