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Founders Financial Securities’s Morgan Stanley MS Stock Holding History

Founders Financial Securities’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
Q1 		– Sell
-4,994
Closed -$466K – 404
2023
Q4 		$466K Buy
+4,994
New +$400K 0.05% 256
2023
Q2 		– Sell
-2,720
Closed -$239K – 329
2023
Q1 		$239K Buy
+2,720
New +$254K 0.03% 280

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Founders Financial Securities's MS Position: Q1 2024 in Review

Founders Financial Securities sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 4,994 shares — an estimated $466K sold.

Founders Financial Securities first reported a position in MS in Q1 2023 and held it in 2 quarters. The position peaked at $466K in Q4 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Founders Financial Securities reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Founders Financial Securities sold 4,994 Morgan Stanley shares in Q1 2024, an estimated $466K.
  • Founders Financial Securities first reported a position in Morgan Stanley in Q1 2023 and held it in 2 quarters.
  • Founders Financial Securities's Morgan Stanley position peaked at $466K in Q4 2023.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Founders Financial Securities's 13F filing for Q1 2024, filed 17 Apr 2024.