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Flow State Investments’s Morgan Stanley MS Stock Holding History

Flow State 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
Q2 		– Sell
-11,200
Closed -$1.05M – 222
2024
Q1 		$1.05M Buy
+11,200
New +$986K 0.3% 72

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Flow State Investments's MS Position: Q2 2024 in Review

Flow State Investments sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 11,200 shares — an estimated $1.05M sold.

Flow State Investments first reported a position in MS in Q1 2024 and held it in 1 quarter. The position peaked at $1.05M in Q1 2024. 1,822 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Flow State Investments reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Flow State Investments sold 11,200 Morgan Stanley shares in Q2 2024, an estimated $1.05M.
  • Flow State Investments first reported a position in Morgan Stanley in Q1 2024 and held it in 1 quarter.
  • Flow State Investments's Morgan Stanley position peaked at $1.05M in Q1 2024.
  • 1,822 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Flow State Investments's 13F filing for Q2 2024, filed 14 Aug 2024.