IAM Advisory’s Morgan Stanley MS Stock Holding History

IAM Advisory’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 Q2	–	Sell	-4,869	Closed	-$427K	–	96
2023 Q1	$427K	Buy	+4,869	New	+$454K	0.15%	71

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IAM Advisory's MS Position: Q2 2023 in Review

IAM Advisory sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 4,869 shares — an estimated $427K sold.

IAM Advisory first reported a position in MS in Q1 2023 and held it in 1 quarter. The position peaked at $427K in Q1 2023. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

IAM Advisory reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
IAM Advisory sold 4,869 Morgan Stanley shares in Q2 2023, an estimated $427K.
IAM Advisory first reported a position in Morgan Stanley in Q1 2023 and held it in 1 quarter.
IAM Advisory's Morgan Stanley position peaked at $427K in Q1 2023.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on IAM Advisory's 13F filing for Q2 2023, filed 13 Jul 2023.