IGWM
MS icon

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 – 1112
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
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return