HC Financial Advisors’s Morgan Stanley MS Stock Holding History

HC Financial 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
2022 Q2	$22K	Buy	+285	New	+$23.3K	0.01%	187

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HC Financial Advisors's MS Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Morgan Stanley (MS) in Q2 2022: 285 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #187 among its holdings.

1,603 funds tracked by Wall St. Rank hold MS as of Q2 2022.

HC Financial Advisors held 285 shares of Morgan Stanley worth $22K as of Q2 2022.
Morgan Stanley was a new HC Financial Advisors position in Q2 2022.
Morgan Stanley made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #187 holding.
1,603 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.