Fortune 45 LLC’s Morgan Stanley MS Stock Holding History

Fortune 45 LLC’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 Q3	–	Sell	-2,955	Closed	-$224K	–	47
2022 Q2	$224K	Buy	+2,955	New	+$242K	0.26%	44

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fortune 45 LLC's MS Position: Q3 2022 in Review

Fortune 45 LLC sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 2,955 shares — an estimated $224K sold.

Fortune 45 LLC first reported a position in MS in Q2 2022 and held it in 1 quarter. The position peaked at $224K in Q2 2022. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Fortune 45 LLC reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
Fortune 45 LLC sold 2,955 Morgan Stanley shares in Q3 2022, an estimated $224K.
Fortune 45 LLC first reported a position in Morgan Stanley in Q2 2022 and held it in 1 quarter.
Fortune 45 LLC's Morgan Stanley position peaked at $224K in Q2 2022.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Fortune 45 LLC's 13F filing for Q3 2022, filed 10 Nov 2022.