First Capital Advisors Group’s Morgan Stanley MS Stock Holding History

First Capital Advisors Group’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	$104K	Buy	+1,214	New	+$104K	0.05%	208
2018 Q2	–	Sell	-189	Closed	-$10K	–	546
2018 Q1	$10K	Buy	+189	New	+$10.5K	0.01%	540

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

First Capital Advisors Group's MS Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Morgan Stanley (MS) in Q2 2023: 1,214 shares worth $104K. The stake represents 0.05% of the portfolio and ranks #208 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in MS as recently as Q1 2018.

First Capital Advisors Group first reported a position in MS in Q1 2018 and has held it in 2 quarters since. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

First Capital Advisors Group held 1,214 shares of Morgan Stanley worth $104K as of Q2 2023.
Morgan Stanley was a new First Capital Advisors Group position in Q2 2023.
Morgan Stanley made up 0.05% of First Capital Advisors Group's portfolio in Q2 2023, its #208 holding.
First Capital Advisors Group first reported a position in Morgan Stanley in Q1 2018 and has held it in 2 quarters since.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.