GCWM
MS icon

Graham Capital Wealth Management’s Morgan Stanley MS Stock Holding History

Graham Capital 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
2023
Q2 		– Sell
-648
Closed -$569K – 106
2023
Q1 		$569K Buy
+648
New +$60.5K 0.08% 102

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Graham Capital Wealth Management's MS Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 648 shares — an estimated $569K sold.

Graham Capital Wealth Management first reported a position in MS in Q1 2023 and held it in 1 quarter. The position peaked at $569K in Q1 2023. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 648 Morgan Stanley shares in Q2 2023, an estimated $569K.
  • Graham Capital Wealth Management first reported a position in Morgan Stanley in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Morgan Stanley position peaked at $569K in Q1 2023.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.