Frontier Wealth Management’s Morgan Stanley MS Stock Holding History

Frontier Wealth Management’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	-4,352	Closed	-$365K	–	416
2022 Q1	$365K	Buy	4,352 +253	+6%	+$24.4K	﹤0.01%	283
2021 Q4	$402K	Buy	4,099 +12	+0.3%	+$1.2K	0.03%	292
2021 Q3	$398K	Buy	+4,087	New	+$405K	0.03%	292
2017 Q4	–	Sell	-5,204	Closed	-$251K	–	381
2017 Q3	$251K	Sell	5,204 -1,583	-23%	-$73.4K	0.04%	325
2017 Q2	$302K	Buy	6,787 +1,524	+29%	+$65.7K	0.05%	289
2017 Q1	$225K	Buy	+5,263	New	+$234K	0.03%	348

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frontier Wealth Management's MS Position: Q2 2022 in Review

Frontier Wealth Management sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 4,352 shares — an estimated $365K sold.

Frontier Wealth Management first reported a position in MS in Q1 2017 and held it in 6 quarters. The position peaked at $402K in Q4 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Frontier Wealth Management reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
Frontier Wealth Management sold 4,352 Morgan Stanley shares in Q2 2022, an estimated $365K.
Frontier Wealth Management first reported a position in Morgan Stanley in Q1 2017 and held it in 6 quarters.
Frontier Wealth Management's Morgan Stanley position peaked at $402K in Q4 2021.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.