HF
MS icon

Halpern Financial’s Morgan Stanley MS Stock Holding History

Halpern Financial’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
2022
Q3 		– Sell
-300
Closed -$22.8K – 275
2022
Q2 		$22.8K Buy
+300
New +$24.6K 0.01% 117
2021
Q4 		– Sell
-67
Closed -$6.52K – 275
2021
Q3 		$6.52K Hold
67
– – ﹤0.01% 203
2021
Q2 		$6.14K Hold
67
– – ﹤0.01% 173
2021
Q1 		$5.2K Buy
+67
New +$5.13K ﹤0.01% 177

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Halpern Financial's MS Position: Q3 2022 in Review

Halpern Financial sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 300 shares — an estimated $22.8K sold.

Halpern Financial first reported a position in MS in Q1 2021 and held it in 4 quarters. The position peaked at $22.8K in Q2 2022. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Halpern Financial reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 300 Morgan Stanley shares in Q3 2022, an estimated $22.8K.
  • Halpern Financial first reported a position in Morgan Stanley in Q1 2021 and held it in 4 quarters.
  • Halpern Financial's Morgan Stanley position peaked at $22.8K in Q2 2022.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.