First National Bank of South Miami’s Morgan Stanley MS Stock Holding History

First National Bank of South Miami’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	$188K	Sell	2,196 -154	-7%	-$13.2K	0.15%	129
2023 Q1	$206K	Sell	2,350 -8	-0.3%	-$747	0.16%	119
2022 Q4	$200K	Hold	2,358	–	–	0.15%	122
2022 Q3	$186K	Buy	2,358 +235	+11%	+$19.8K	0.14%	125
2022 Q2	$161K	Buy	2,123 +1,123	+112%	+$92K	0.11%	144
2022 Q1	$87K	Hold	1,000	–	–	0.05%	185
2021 Q4	$98K	Hold	1,000	–	–	0.06%	182
2021 Q3	$97K	Hold	1,000	–	–	0.07%	173
2021 Q2	$92K	Hold	1,000	–	–	0.06%	178
2021 Q1	$78K	Hold	1,000	–	–	0.06%	166
2020 Q4	$69K	Hold	1,000	–	–	0.06%	168
2020 Q3	$48K	Hold	1,000	–	–	0.05%	173
2020 Q2	$48K	Hold	1,000	–	–	0.05%	162
2020 Q1	$34K	Hold	1,000	–	–	0.04%	171
2019 Q4	$51K	Hold	1,000	–	–	0.05%	164
2019 Q3	$41K	Hold	1,000	–	–	0.04%	185
2019 Q2	$45K	Hold	1,000	–	–	0.04%	184
2019 Q1	$42K	Hold	1,000	–	–	0.04%	190
2018 Q4	$42K	Buy	+1,000	New	+$43.6K	0.04%	190

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.56T 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 National Bank of South Miami's MS Position: Q2 2023 in Review

First National Bank of South Miami reduced its Morgan Stanley (MS) stake by 6.6% in Q2 2023, selling an estimated $13.2K and leaving 2,196 shares worth $188K. The position accounts for 0.15% of the portfolio, ranked #129.

First National Bank of South Miami first reported a position in MS in Q4 2018 and has held it in 19 quarters since. The position peaked at $206K in Q1 2023. 1,683 funds tracked by Wall St. Rank hold MS as of Q2 2023.

First National Bank of South Miami held 2,196 shares of Morgan Stanley worth $188K as of Q2 2023.
First National Bank of South Miami sold 154 Morgan Stanley shares in Q2 2023, an estimated $13.2K.
Morgan Stanley made up 0.15% of First National Bank of South Miami's portfolio in Q2 2023, its #129 holding.
First National Bank of South Miami first reported a position in Morgan Stanley in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Morgan Stanley position peaked at $206K in Q1 2023.
1,683 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.