FI
MS icon

Fractal Investments’s Morgan Stanley MS Stock Holding History

Fractal Investments’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
-13,464
Closed -$1.18M – 101
2022
Q1 		$1.18M Sell
13,464
-7,623
-36% -$735K 0.35% 26
2021
Q4 		$2.07M Buy
+21,087
New +$2.1M 0.72% 18

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fractal Investments's MS Position: Q2 2022 in Review

Fractal Investments sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 13,464 shares — an estimated $1.18M sold.

Fractal Investments first reported a position in MS in Q4 2021 and held it in 2 quarters. The position peaked at $2.07M in Q4 2021. 1,604 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Fractal Investments reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Fractal Investments sold 13,464 Morgan Stanley shares in Q2 2022, an estimated $1.18M.
  • Fractal Investments first reported a position in Morgan Stanley in Q4 2021 and held it in 2 quarters.
  • Fractal Investments's Morgan Stanley position peaked at $2.07M in Q4 2021.
  • 1,604 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Fractal Investments's 13F filing for Q2 2022, filed 19 Jul 2022.