First Personal Financial Services’s Morgan Stanley MS Stock Holding History

First Personal Financial Services’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	$522	Buy	+5	New	+$504	﹤0.01%	392
2021 Q1	–	Sell	-290	Closed	-$20K	–	319
2020 Q4	$20K	Buy	+290	New	+$16.6K	0.01%	240
2020 Q1	–	Sell	-64	Closed	-$3K	–	442
2019 Q4	$3K	Hold	64	–	–	﹤0.01%	334
2019 Q3	$3K	Hold	64	–	–	﹤0.01%	408
2019 Q2	$3K	Buy	+64	New	+$2.85K	﹤0.01%	639
2018 Q2	–	Sell	-500	Closed	-$27K	–	833
2018 Q1	$27K	Sell	500 -3,203	-86%	-$177K	0.01%	567
2017 Q4	$194K	Buy	3,703 +1,965	+113%	+$99.4K	0.04%	238
2017 Q3	$84K	Hold	1,738	–	–	0.02%	342
2017 Q2	$77K	Sell	1,738 -1,750	-50%	-$75.5K	0.02%	342
2017 Q1	$149K	Hold	3,488	–	–	0.04%	230
2016 Q4	$147K	Buy	3,488 +1,750	+101%	+$66.2K	0.04%	222
2016 Q3	$56K	Sell	1,738 -10	-0.6%	-$298	0.02%	261
2016 Q2	$45K	Buy	1,748 +1,248	+250%	+$32.6K	0.02%	283
2016 Q1	$13K	Buy	+500	New	+$12.8K	0.01%	252

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Personal Financial Services's MS Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Morgan Stanley (MS) in Q3 2024: 5 shares worth $522. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in MS as recently as Q4 2020.

First Personal Financial Services first reported a position in MS in Q1 2016 and has held it in 14 quarters since. The position peaked at $194K in Q4 2017. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

First Personal Financial Services held 5 shares of Morgan Stanley worth $522 as of Q3 2024.
Morgan Stanley was a new First Personal Financial Services position in Q3 2024.
Morgan Stanley made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #392 holding.
First Personal Financial Services first reported a position in Morgan Stanley in Q1 2016 and has held it in 14 quarters since.
First Personal Financial Services's Morgan Stanley position peaked at $194K in Q4 2017.
1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.