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HYA Advisors’s Morgan Stanley MS Stock Holding History

HYA 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 		$286K Buy
3,757
+18
+0.5% +$1.47K 0.11% 119
2022
Q1 		$327K Buy
3,739
+13
+0.3% +$1.25K 0.11% 122
2021
Q4 		$366K Buy
3,726
+14
+0.4% +$1.4K 0.13% 116
2021
Q3 		$361K Buy
3,712
+13
+0.4% +$1.29K 0.15% 112
2021
Q2 		$339K Buy
3,699
+8
+0.2% +$686 0.14% 110
2021
Q1 		$287K Buy
3,691
+9
+0.2% +$690 0.14% 112
2020
Q4 		$252K Buy
+3,682
New +$211K 0.13% 114

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HYA Advisors's MS Position: Q2 2022 in Review

HYA Advisors increased its Morgan Stanley (MS) stake by 0.48% in Q2 2022, buying an estimated $1.47K and bringing the position to 3,757 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #119.

HYA Advisors first reported a position in MS in Q4 2020 and has held it in 7 quarters since. The position peaked at $366K in Q4 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • HYA Advisors held 3,757 shares of Morgan Stanley worth $286K as of Q2 2022.
  • HYA Advisors bought 18 Morgan Stanley shares in Q2 2022, an estimated $1.47K.
  • Morgan Stanley made up 0.11% of HYA Advisors's portfolio in Q2 2022, its #119 holding.
  • HYA Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 7 quarters since.
  • HYA Advisors's Morgan Stanley position peaked at $366K in Q4 2021.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.