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MS icon

HWG Holdings’s Morgan Stanley MS Stock Holding History

HWG Holdings’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
Q4 		$4.66K Sell
50
-6,250
-99% -$500K ﹤0.01% 103
2023
Q3 		$515K Sell
6,300
-1,697
-21% -$147K 0.28% 40
2023
Q2 		$683K Sell
7,997
-124
-2% -$10.6K 0.31% 43
2023
Q1 		$713K Sell
8,121
-422
-5% -$39.4K 0.41% 33
2022
Q4 		$726K Buy
8,543
+8,517
+32,758% +$726K 0.47% 29
2022
Q3 		$2K Buy
+26
New +$2.19K ﹤0.01% 104
2022
Q1 		– Sell
-39
Closed -$4K – 163
2021
Q4 		$4K Buy
+39
New +$3.88K ﹤0.01% 111

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HWG Holdings's MS Position: Q4 2023 in Review

HWG Holdings reduced its Morgan Stanley (MS) stake by 99% in Q4 2023, selling an estimated $500K and leaving 50 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

HWG Holdings first reported a position in MS in Q4 2021 and has held it in 7 quarters since. The position peaked at $726K in Q4 2022. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • HWG Holdings held 50 shares of Morgan Stanley worth $4.66K as of Q4 2023.
  • HWG Holdings sold 6,250 Morgan Stanley shares in Q4 2023, an estimated $500K.
  • Morgan Stanley made up ﹤0.01% of HWG Holdings's portfolio in Q4 2023, its #103 holding.
  • HWG Holdings first reported a position in Morgan Stanley in Q4 2021 and has held it in 7 quarters since.
  • HWG Holdings's Morgan Stanley position peaked at $726K in Q4 2022.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on HWG Holdings's 13F filing for Q4 2023, filed 4 Jan 2024.