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FinTrust Capital Advisors’s Morgan Stanley MS Stock Holding History

FinTrust Capital 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
Q3 		$232K Sell
2,226
-524
-19% -$52.8K 0.04% 288
2024
Q2 		$267K Sell
2,750
-24
-0.9% -$2.29K 0.05% 243
2024
Q1 		$261K Buy
2,774
+998
+56% +$87.9K 0.05% 249
2023
Q4 		$166K Buy
1,776
+398
+29% +$31.8K 0.03% 296
2023
Q3 		$113K Buy
1,378
+261
+23% +$22.7K 0.03% 318
2023
Q2 		$95K Hold
1,117
– – 0.02% 354
2023
Q1 		$95K Hold
1,117
– – 0.02% 352
2022
Q4 		$95K Sell
1,117
-1,496
-57% -$128K 0.02% 352
2022
Q3 		$208K Sell
2,613
-84
-3% -$7.08K 0.05% 265
2022
Q2 		$222K Sell
2,697
-229
-8% -$18.8K 0.06% 250
2022
Q1 		$255K Buy
2,926
+1,161
+66% +$112K 0.06% 244
2021
Q4 		$173K Sell
1,765
-202
-10% -$20.1K 0.04% 304
2021
Q3 		$191K Sell
1,967
-501
-20% -$49.6K 0.05% 274
2021
Q2 		$226K Buy
2,468
+2
+0.1% +$171 0.06% 261
2021
Q1 		$192K Buy
2,466
+504
+26% +$38.6K 0.06% 269
2020
Q4 		$134K Sell
1,962
-90
-4% -$5.16K 0.04% 324
2020
Q3 		$99 Hold
2,052
– – 0.02% 366
2020
Q2 		$99K Sell
2,052
-2,265
-52% -$95.1K 0.04% 333
2020
Q1 		$147K Sell
4,317
-265
-6% -$12.5K 0.07% 237
2019
Q4 		$234K Sell
4,582
-50
-1% -$2.37K 0.09% 187
2019
Q3 		$198K Sell
4,632
-590
-11% -$25.2K 0.07% 218
2019
Q2 		$229K Sell
5,222
-11,134
-68% -$497K 0.09% 173
2019
Q1 		$691K Buy
16,356
+884
+6% +$37.2K 0.29% 65
2018
Q4 		$614K Buy
+15,472
New +$675K 0.3% 70

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FinTrust Capital Advisors's MS Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Morgan Stanley (MS) stake by 19% in Q3 2024, selling an estimated $52.8K and leaving 2,226 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #288.

FinTrust Capital Advisors first reported a position in MS in Q4 2018 and has held it in 24 quarters since. The position peaked at $691K in Q1 2019. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • FinTrust Capital Advisors held 2,226 shares of Morgan Stanley worth $232K as of Q3 2024.
  • FinTrust Capital Advisors sold 524 Morgan Stanley shares in Q3 2024, an estimated $52.8K.
  • Morgan Stanley made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #288 holding.
  • FinTrust Capital Advisors first reported a position in Morgan Stanley in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Morgan Stanley position peaked at $691K in Q1 2019.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.