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Heritage Wealth Management (Arizona)’s Morgan Stanley MS Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$24.3K Buy
286
+3
+1% +$256 ﹤0.01% 630
2022
Q3 		$22K Buy
283
+83
+42% +$7K 0.01% 514
2022
Q2 		$15.2K Hold
200
– – 0.01% 591
2022
Q1 		$17K Buy
+200
New +$19.3K ﹤0.01% 623

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Morgan Stanley (MS) stake by 1.1% in Q4 2022, buying an estimated $256 and bringing the position to 286 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Heritage Wealth Management (Arizona) first reported a position in MS in Q1 2022 and has held it in 4 quarters since. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 286 shares of Morgan Stanley worth $24.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3 Morgan Stanley shares in Q4 2022, an estimated $256.
  • Morgan Stanley made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #630 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Morgan Stanley in Q1 2022 and has held it in 4 quarters since.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.