First Command Bank’s Morgan Stanley MS Stock Holding History

First Command Bank’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 Q3	–	Sell	-567	Closed	-$43K	–	437
2022 Q2	$43K	Hold	567	–	–	0.01%	240
2022 Q1	$50K	Hold	567	–	–	0.01%	245
2021 Q4	$55K	Hold	567	–	–	0.01%	243
2021 Q3	$55K	Hold	567	–	–	0.01%	243
2021 Q2	$52K	Sell	567 -361	-39%	-$31K	0.01%	258
2021 Q1	$72K	Buy	+928	New	+$71.1K	0.02%	210
2019 Q4	–	Sell	-158	Closed	-$7K	–	377
2019 Q3	$7K	Hold	158	–	–	﹤0.01%	333
2019 Q2	$7K	Hold	158	–	–	﹤0.01%	348
2019 Q1	$7K	Sell	158 -107	-40%	-$4.5K	﹤0.01%	349
2018 Q4	$10K	Buy	265 +107	+68%	+$4.67K	0.01%	336
2018 Q3	$7K	Hold	158	–	–	﹤0.01%	342
2018 Q2	$7K	Sell	158 -81	-34%	-$4.23K	﹤0.01%	363
2018 Q1	$12.9K	Buy	239 +81	+51%	+$4.48K	0.01%	330
2017 Q4	$8K	Buy	+158	New	+$7.99K	﹤0.01%	359

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

First Command Bank's MS Position: Q3 2022 in Review

First Command Bank sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 567 shares — an estimated $43K sold.

First Command Bank first reported a position in MS in Q4 2017 and held it in 14 quarters. The position peaked at $72K in Q1 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

First Command Bank reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
First Command Bank sold 567 Morgan Stanley shares in Q3 2022, an estimated $43K.
First Command Bank first reported a position in Morgan Stanley in Q4 2017 and held it in 14 quarters.
First Command Bank's Morgan Stanley position peaked at $72K in Q1 2021.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on First Command Bank's 13F filing for Q3 2022, filed 24 Oct 2022.