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IMPACTfolio’s Morgan Stanley MS Stock Holding History

IMPACTfolio’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
Q1 		– Sell
-3,033
Closed -$258K – 50
2022
Q4 		$258K Buy
3,033
+16
+0.5% +$1.36K 0.24% 31
2022
Q3 		$238K Sell
3,017
-36
-1% -$3.03K 0.23% 36
2022
Q2 		$232K Sell
3,053
-40
-1% -$3.28K 0.22% 42
2022
Q1 		$270K Buy
+3,093
New +$298K 0.2% 42

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IMPACTfolio's MS Position: Q1 2023 in Review

IMPACTfolio sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 3,033 shares — an estimated $258K sold.

IMPACTfolio first reported a position in MS in Q1 2022 and held it in 4 quarters. The position peaked at $270K in Q1 2022. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • IMPACTfolio reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • IMPACTfolio sold 3,033 Morgan Stanley shares in Q1 2023, an estimated $258K.
  • IMPACTfolio first reported a position in Morgan Stanley in Q1 2022 and held it in 4 quarters.
  • IMPACTfolio's Morgan Stanley position peaked at $270K in Q1 2022.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on IMPACTfolio's 13F filing for Q1 2023, filed 4 Apr 2023.