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GraniteShares Advisors’s Morgan Stanley MS Stock Holding History

GraniteShares Advisors’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
-4,922
Closed -$432K – 117
2023
Q1 		$432K Sell
4,922
-425
-8% -$39.7K 0.38% 79
2022
Q4 		$455K Buy
+5,347
New +$456K 0.38% 100
2022
Q3 		– Sell
-6,703
Closed -$509K – 146
2022
Q2 		$509K Sell
6,703
-1,155
-15% -$94.6K 0.37% 93
2022
Q1 		$686K Sell
7,858
-1,209
-13% -$117K 0.37% 92
2021
Q4 		$890K Buy
+9,067
New +$903K 0.41% 51

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

GraniteShares Advisors's MS Position: Q2 2023 in Review

GraniteShares Advisors sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 4,922 shares — an estimated $432K sold.

GraniteShares Advisors first reported a position in MS in Q4 2021 and held it in 5 quarters. The position peaked at $890K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • GraniteShares Advisors reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
  • GraniteShares Advisors sold 4,922 Morgan Stanley shares in Q2 2023, an estimated $432K.
  • GraniteShares Advisors first reported a position in Morgan Stanley in Q4 2021 and held it in 5 quarters.
  • GraniteShares Advisors's Morgan Stanley position peaked at $890K in Q4 2021.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on GraniteShares Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.