FJ Investments’s Morgan Stanley MS Stock Holding History

FJ Investments’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 Q1	–	Sell	-32,693	Closed	-$3.05M	–	269
2023 Q4	$3.05M	Buy	+32,693	New	+$2.62M	0.14%	69

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FJ Investments's MS Position: Q1 2024 in Review

FJ Investments sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 32,693 shares — an estimated $3.05M sold.

FJ Investments first reported a position in MS in Q4 2023 and held it in 1 quarter. The position peaked at $3.05M in Q4 2023. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

FJ Investments reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 32,693 Morgan Stanley shares in Q1 2024, an estimated $3.05M.
FJ Investments first reported a position in Morgan Stanley in Q4 2023 and held it in 1 quarter.
FJ Investments's Morgan Stanley position peaked at $3.05M in Q4 2023.
1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.