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Granite Bay Wealth Management’s Morgan Stanley MS Stock Holding History

Granite Bay 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
Q4 		– Sell
-5,300
Closed -$463K – 319
2023
Q3 		$463K Buy
+5,300
New +$460K ﹤0.01% 263

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BlackRock
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JP Morgan Chase
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Wellington Management Group
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Granite Bay Wealth Management's MS Position: Q4 2023 in Review

Granite Bay Wealth Management sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 5,300 shares — an estimated $463K sold.

Granite Bay Wealth Management first reported a position in MS in Q3 2023 and held it in 1 quarter. The position peaked at $463K in Q3 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Granite Bay Wealth Management reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • Granite Bay Wealth Management sold 5,300 Morgan Stanley shares in Q4 2023, an estimated $463K.
  • Granite Bay Wealth Management first reported a position in Morgan Stanley in Q3 2023 and held it in 1 quarter.
  • Granite Bay Wealth Management's Morgan Stanley position peaked at $463K in Q3 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Granite Bay Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.