FourThought Financial’s Morgan Stanley MS Stock Holding History

FourThought Financial’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	$1.01M	Sell	12,843 -245	-2%	-$20.6K	0.15%	113
2022 Q2	$995K	Sell	13,088 -369	-3%	-$30.2K	0.15%	117
2022 Q1	$1.18M	Sell	13,457 -263	-2%	-$25.4K	0.15%	114
2021 Q4	$1.35M	Sell	13,720 -758	-5%	-$75.5K	0.17%	107
2021 Q3	$1.41M	Sell	14,478 -2,222	-13%	-$220K	0.19%	104
2021 Q2	$1.53M	Sell	16,700 -7,859	-32%	-$674K	0.2%	93
2021 Q1	$1.91M	Buy	24,559 +6,576	+37%	+$504K	0.28%	71
2020 Q4	$1.23M	Buy	+17,983	New	+$1.03M	0.2%	99

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

FourThought Financial's MS Position: Q3 2022 in Review

FourThought Financial reduced its Morgan Stanley (MS) stake by 1.9% in Q3 2022, selling an estimated $20.6K and leaving 12,843 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #113.

FourThought Financial first reported a position in MS in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.91M in Q1 2021. 1,583 funds tracked by Wall St. Rank hold MS as of Q3 2022.

FourThought Financial held 12,843 shares of Morgan Stanley worth $1.01M as of Q3 2022.
FourThought Financial sold 245 Morgan Stanley shares in Q3 2022, an estimated $20.6K.
Morgan Stanley made up 0.15% of FourThought Financial's portfolio in Q3 2022, its #113 holding.
FourThought Financial first reported a position in Morgan Stanley in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Morgan Stanley position peaked at $1.91M in Q1 2021.
1,583 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.