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Founders Capital Management (Texas)’s Morgan Stanley MS Stock Holding History

Founders Capital Management (Texas)’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
-962
Closed -$90.6K – 382
2024
Q1 		$90.6K Buy
962
+9
+0.9% +$793 0.06% 92
2023
Q4 		$88.9K Buy
953
+9
+1% +$720 0.06% 91
2023
Q3 		$77.1K Buy
944
+74
+9% +$6.42K 0.06% 93
2023
Q2 		$74.3K Sell
870
-229
-21% -$19.6K 0.05% 110
2023
Q1 		$97K Buy
1,099
+6
+0.5% +$560 0.07% 91
2022
Q4 		$93K Buy
1,093
+8
+0.7% +$682 0.07% 90
2022
Q3 		$86K Buy
1,085
+7
+0.6% +$590 0.07% 92
2022
Q2 		$82K Buy
1,078
+13
+1% +$1.06K 0.06% 98
2022
Q1 		$105K Hold
1,065
– – 0.07% 90
2021
Q4 		$105K Buy
1,065
+5
+0.5% +$498 0.07% 90
2021
Q3 		$103K Buy
1,060
+106
+11% +$10.5K 0.07% 87
2021
Q2 		$87K Buy
954
+3
+0.3% +$257 0.06% 89
2021
Q1 		$74K Buy
951
+3
+0.3% +$230 0.05% 89
2020
Q4 		$65K Buy
+948
New +$54.4K 0.05% 94
2020
Q1 		$32K Buy
933
+5
+0.5% +$235 0.03% 122
2019
Q4 		$47K Sell
928
-495
-35% -$23.4K 0.04% 109
2019
Q3 		$61K Sell
1,423
-377
-21% -$16.1K 0.05% 96
2019
Q2 		$79K Buy
1,800
+7
+0.4% +$312 0.07% 85
2019
Q1 		$76K Buy
1,793
+385
+27% +$16.2K 0.07% 87
2018
Q4 		$56K Buy
1,408
+5
+0.4% +$218 0.06% 98
2018
Q3 		$65K Buy
1,403
+4
+0.3% +$195 0.05% 104
2018
Q2 		$66K Buy
1,399
+3
+0.2% +$157 0.06% 105
2018
Q1 		$75K Buy
1,396
+52
+4% +$2.88K 0.06% 116
2017
Q4 		$70K Buy
1,344
+4
+0.3% +$202 0.06% 117
2017
Q3 		$65K Buy
1,340
+3
+0.2% +$139 0.05% 120
2017
Q2 		$60K Buy
1,337
+600
+81% +$25.9K 0.05% 125
2017
Q1 		$32K Buy
+737
New +$32.7K 0.03% 164

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 $3.38T AUM 44.17% 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

Founders Capital Management (Texas)'s MS Position: Q2 2024 in Review

Founders Capital Management (Texas) sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 962 shares — an estimated $90.6K sold.

Founders Capital Management (Texas) first reported a position in MS in Q1 2017 and held it in 27 quarters. The position peaked at $105K in Q1 2022. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Founders Capital Management (Texas) reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 962 Morgan Stanley shares in Q2 2024, an estimated $90.6K.
  • Founders Capital Management (Texas) first reported a position in Morgan Stanley in Q1 2017 and held it in 27 quarters.
  • Founders Capital Management (Texas)'s Morgan Stanley position peaked at $105K in Q1 2022.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2024, filed 10 Jul 2024.