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Focused Wealth Management’s Morgan Stanley MS Stock Holding History

Focused Wealth Management’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
Q4 		– Sell
-3,400
Closed -$354K – 230
2024
Q3 		$354K Sell
3,400
-3,600
-51% -$363K 0.05% 136
2024
Q2 		$680K Buy
+7,000
New +$666K 0.1% 76
2022
Q3 		– Sell
-14,000
Closed -$1K – 1010
2022
Q2 		$1K Buy
+14,000
New +$1.15M ﹤0.01% 848
2018
Q4 		– Sell
-33,000
Closed -$2K – 736
2018
Q3 		$2K Buy
+33,000
New +$1.61M ﹤0.01% 586

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

Focused Wealth Management's MS Position: Q4 2024 in Review

Focused Wealth Management sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 103 shares — an estimated $10.7K sold.

Focused Wealth Management first reported a position in MS in Q3 2013 and held it in 40 quarters. The position peaked at $236K in Q4 2017. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Focused Wealth Management reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Focused Wealth Management sold 103 Morgan Stanley shares in Q4 2024, an estimated $10.7K.
  • Focused Wealth Management first reported a position in Morgan Stanley in Q3 2013 and held it in 40 quarters.
  • Focused Wealth Management's Morgan Stanley position peaked at $236K in Q4 2017.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.