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Impact Partnership Wealth’s Morgan Stanley MS Stock Holding History

Impact Partnership Wealth’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
-20
Closed -$1.88K – 503
2024
Q1 		$1.88K Hold
20
– – ﹤0.01% 580
2023
Q4 		$1.86K Sell
20
-14
-41% -$1.12K ﹤0.01% 700
2023
Q3 		$2.78K Sell
34
-261
-88% -$22.7K ﹤0.01% 774
2023
Q2 		$25.2K Buy
+295
New +$25.2K 0.01% 314

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Impact Partnership Wealth's MS Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 20 shares — an estimated $1.88K sold.

Impact Partnership Wealth first reported a position in MS in Q2 2023 and held it in 4 quarters. The position peaked at $25.2K in Q2 2023. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 20 Morgan Stanley shares in Q2 2024, an estimated $1.88K.
  • Impact Partnership Wealth first reported a position in Morgan Stanley in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Morgan Stanley position peaked at $25.2K in Q2 2023.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.