HWM
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HighMark Wealth Management’s Morgan Stanley MS Stock Holding History

HighMark Wealth Management’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
2024
Q2 		– Sell
-53
Closed -$4.99K – 602
2024
Q1 		$4.99K Buy
+53
New +$4.67K ﹤0.01% 374
2023
Q4 		– Sell
-200
Closed -$16.3K – 593
2023
Q3 		$16.3K Buy
+200
New +$17.4K 0.01% 199

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HighMark Wealth Management's MS Position: Q2 2024 in Review

HighMark Wealth Management sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 53 shares — an estimated $4.99K sold.

HighMark Wealth Management first reported a position in MS in Q3 2023 and held it in 2 quarters. The position peaked at $16.3K in Q3 2023. 1,828 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • HighMark Wealth Management reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • HighMark Wealth Management sold 53 Morgan Stanley shares in Q2 2024, an estimated $4.99K.
  • HighMark Wealth Management first reported a position in Morgan Stanley in Q3 2023 and held it in 2 quarters.
  • HighMark Wealth Management's Morgan Stanley position peaked at $16.3K in Q3 2023.
  • 1,828 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on HighMark Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.