Fort Pitt Capital Group’s Morgan Stanley MS Stock Holding History

Fort Pitt Capital Group’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
2022 Q2	–	Sell	-4,621	Closed	-$404K	–	137
2022 Q1	$404K	Sell	4,621 -19	-0.4%	-$1.83K	0.02%	105
2021 Q4	$455K	Sell	4,640 -38	-0.8%	-$3.79K	0.02%	113
2021 Q3	$455K	Sell	4,678 -380	-8%	-$37.6K	0.02%	99
2021 Q2	$464K	Buy	5,058 +150	+3%	+$12.9K	0.02%	124
2021 Q1	$381K	Buy	4,908 +4,364	+802%	+$334K	0.02%	104
2020 Q4	$37K	Buy	+544	New	+$31.2K	﹤0.01%	211

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fort Pitt Capital Group's MS Position: Q2 2022 in Review

Fort Pitt Capital Group sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 4,621 shares — an estimated $404K sold.

Fort Pitt Capital Group first reported a position in MS in Q4 2020 and held it in 6 quarters. The position peaked at $464K in Q2 2021. 1,603 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Fort Pitt Capital Group reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
Fort Pitt Capital Group sold 4,621 Morgan Stanley shares in Q2 2022, an estimated $404K.
Fort Pitt Capital Group first reported a position in Morgan Stanley in Q4 2020 and held it in 6 quarters.
Fort Pitt Capital Group's Morgan Stanley position peaked at $464K in Q2 2021.
1,603 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Fort Pitt Capital Group's 13F filing for Q2 2022, filed 20 Jul 2022.