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Formidable Asset Management’s Morgan Stanley MS Stock Holding History

Formidable Asset 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
Q3 		– Sell
-2,531
Closed -$246K – 389
2024
Q2 		$246K Buy
2,531
+218
+9% +$20.8K 0.04% 333
2024
Q1 		$218K Buy
2,313
+84
+4% +$7.4K 0.04% 321
2023
Q4 		$208K Buy
+2,229
New +$178K 0.04% 257
2022
Q2 		– Sell
-2,548
Closed -$223K – 339
2022
Q1 		$223K Sell
2,548
-48
-2% -$4.63K 0.04% 290
2021
Q4 		$270K Sell
2,596
-111
-4% -$11.1K 0.05% 259
2021
Q3 		$263K Sell
2,707
-174
-6% -$17.2K 0.05% 284
2021
Q2 		$263K Sell
2,881
-400
-12% -$34.3K 0.06% 255
2021
Q1 		$257K Buy
3,281
+93
+3% +$7.13K 0.06% 236
2020
Q4 		$218K Buy
+3,188
New +$183K 0.05% 245
2019
Q2 		– Sell
-6,713
Closed -$571K – 297
2019
Q1 		$571K Buy
+6,713
New +$283K 0.22% 88
2016
Q2 		– Sell
-4,247
Closed -$116K – 323
2016
Q1 		$116K Sell
4,247
-1,090
-20% -$27.8K 0.08% 148
2015
Q4 		$162K Buy
+5,337
New +$177K 0.11% 147
2015
Q3 		– Sell
-5,837
Closed -$226K – 629
2015
Q2 		$226K Hold
5,837
– – 0.14% 128
2015
Q1 		$220K Hold
5,837
– – 0.14% 125
2014
Q4 		$226K Hold
5,837
– – 0.15% 114
2014
Q3 		$203K Hold
5,837
– – 0.13% 115
2014
Q2 		$189K Hold
5,837
– – 0.11% 136
2014
Q1 		$175K Hold
5,837
– – 0.12% 118
2013
Q4 		$173K Sell
5,837
-320
-5% -$9.51K 0.12% 130
2013
Q3 		$167K Buy
+6,157
New +$165K 0.14% 107

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Formidable Asset Management's MS Position: Q3 2024 in Review

Formidable Asset Management sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 2,531 shares — an estimated $246K sold.

Formidable Asset Management first reported a position in MS in Q3 2013 and held it in 20 quarters. The position peaked at $571K in Q1 2019. 1,872 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Formidable Asset Management reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Formidable Asset Management sold 2,531 Morgan Stanley shares in Q3 2024, an estimated $246K.
  • Formidable Asset Management first reported a position in Morgan Stanley in Q3 2013 and held it in 20 quarters.
  • Formidable Asset Management's Morgan Stanley position peaked at $571K in Q1 2019.
  • 1,872 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Formidable Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.