Ground Swell Capital’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-3,010
Closed -$263K 168
2022
Q1
$263K Buy
+3,010
New +$290K 0.68% 21
2014
Q3
$89K Buy
2,583
+1,013
+65% +$33.8K 0.17% 113
2014
Q2
$51K Buy
+1,570
New +$48.4K 0.1% 140

Other funds holding MS

Ground Swell Capital's MS Position: Q2 2022 in Review

Ground Swell Capital sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 3,010 shares — an estimated $263K sold.

Ground Swell Capital first reported a position in MS in Q2 2014 and held it in 3 quarters. The position peaked at $263K in Q1 2022. 1,604 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Ground Swell Capital reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Ground Swell Capital sold 3,010 Morgan Stanley shares in Q2 2022, an estimated $263K.
  • Ground Swell Capital first reported a position in Morgan Stanley in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's Morgan Stanley position peaked at $263K in Q1 2022.
  • 1,604 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Ground Swell Capital's 13F filing for Q2 2022, filed 11 Aug 2022.