Guardian Capital Advisors (Canada)’s Morgan Stanley MS Stock Holding History

Guardian Capital Advisors (Canada)’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 Q3	–	Sell	-3,500	Closed	-$300K	–	177
2023 Q2	$300K	Buy	+3,500	New	+$299K	0.03%	143
2015 Q3	–	Sell	-18,200	Closed	-$725K	–	182
2015 Q2	$725K	Buy	18,200 +475	+3%	+$18.1K	0.14%	104
2015 Q1	$784K	Sell	17,725 -5,400	-23%	-$194K	0.12%	113
2014 Q4	$974K	Hold	23,125	–	–	0.16%	101
2014 Q3	$912K	Buy	23,125 +200	+0.9%	+$6.66K	0.15%	105
2014 Q2	$742K	Hold	22,925	–	–	0.13%	110
2014 Q1	$708K	Sell	22,925 -4,240	-16%	-$131K	0.14%	111
2013 Q4	$900K	Sell	27,165 -3,475	-11%	-$103K	0.18%	105
2013 Q3	$835K	Sell	30,640 -4,550	-13%	-$122K	0.18%	102
2013 Q2	$846K	Buy	+35,190	New	+$835K	0.24%	86

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s MS Position: Q3 2023 in Review

Guardian Capital Advisors (Canada) sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 3,500 shares — an estimated $300K sold.

Guardian Capital Advisors (Canada) first reported a position in MS in Q2 2013 and held it in 10 quarters. The position peaked at $974K in Q4 2014. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Guardian Capital Advisors (Canada) reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
Guardian Capital Advisors (Canada) sold 3,500 Morgan Stanley shares in Q3 2023, an estimated $300K.
Guardian Capital Advisors (Canada) first reported a position in Morgan Stanley in Q2 2013 and held it in 10 quarters.
Guardian Capital Advisors (Canada)'s Morgan Stanley position peaked at $974K in Q4 2014.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2023, filed 13 Nov 2023.