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Freedman Financial Associates’s Morgan Stanley MS Stock Holding History

Freedman Financial Associates’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
-12,714
Closed -$1.11M – 267
2022
Q1 		$1.11M Hold
12,714
– – 0.76% 21
2021
Q4 		$1.25M Sell
12,714
-256
-2% -$25.5K 0.85% 17
2021
Q3 		$1.26M Hold
12,970
– – 0.92% 16
2021
Q2 		$1.19M Buy
12,970
+12,470
+2,494% +$1.07M 0.9% 18
2021
Q1 		$39K Sell
500
-78
-13% -$5.98K 0.03% 225
2020
Q4 		$40K Buy
+578
New +$33.2K 0.04% 209

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedman Financial Associates's MS Position: Q2 2022 in Review

Freedman Financial Associates sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 12,714 shares — an estimated $1.11M sold.

Freedman Financial Associates first reported a position in MS in Q4 2020 and held it in 6 quarters. The position peaked at $1.26M in Q3 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Freedman Financial Associates reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 12,714 Morgan Stanley shares in Q2 2022, an estimated $1.11M.
  • Freedman Financial Associates first reported a position in Morgan Stanley in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Morgan Stanley position peaked at $1.26M in Q3 2021.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.