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Freedom Wealth Alliance’s Morgan Stanley MS Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-500
Closed -$42.5K – 306
2022
Q4 		$42.5K Buy
+500
New +$42.6K 0.06% 132

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State Street
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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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Wealth Alliance's MS Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 500 shares — an estimated $42.5K sold.

Freedom Wealth Alliance first reported a position in MS in Q4 2022 and held it in 1 quarter. The position peaked at $42.5K in Q4 2022. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 500 Morgan Stanley shares in Q1 2023, an estimated $42.5K.
  • Freedom Wealth Alliance first reported a position in Morgan Stanley in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Morgan Stanley position peaked at $42.5K in Q4 2022.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.