ICA Group Wealth Management’s Morgan Stanley MS Stock Holding History

ICA Group 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	-75	Closed	-$7.06K	–	1106
2024 Q1	$7.06K	Hold	75	–	–	﹤0.01%	965
2023 Q4	$6.99K	Buy	+75	New	+$6K	﹤0.01%	942
2023 Q3	–	Sell	-105	Closed	-$9K	–	820
2023 Q2	$9K	Sell	105 -703	-87%	-$60.1K	﹤0.01%	856
2023 Q1	$70.9K	Sell	808 -596	-42%	-$55.6K	0.02%	407
2022 Q4	$119K	Sell	1,404 -5,238	-79%	-$446K	0.03%	327
2022 Q3	$525K	Buy	6,642 +94	+1%	+$7.92K	0.11%	184
2022 Q2	$589K	Buy	6,548 +6	+0.1%	+$491	0.11%	175
2022 Q1	$555K	Buy	+6,542	New	+$631K	0.11%	179

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ICA Group Wealth Management's MS Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 75 shares — an estimated $7.06K sold.

ICA Group Wealth Management first reported a position in MS in Q1 2022 and held it in 8 quarters. The position peaked at $589K in Q2 2022. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

ICA Group Wealth Management reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 75 Morgan Stanley shares in Q2 2024, an estimated $7.06K.
ICA Group Wealth Management first reported a position in Morgan Stanley in Q1 2022 and held it in 8 quarters.
ICA Group Wealth Management's Morgan Stanley position peaked at $589K in Q2 2022.
1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.