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IndexIQ Advisors’s Morgan Stanley MS Stock Holding History

IndexIQ Advisors’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
2022
Q1 		$2.07M Sell
23,701
-346
-1% -$33.4K 0.07% 224
2021
Q4 		$2.36M Sell
24,047
-1,537
-6% -$153K 0.08% 213
2021
Q3 		$2.49M Buy
25,584
+1,020
+4% +$101K 0.08% 215
2021
Q2 		$2.25M Buy
24,564
+1,721
+8% +$148K 0.08% 214
2021
Q1 		$1.77M Buy
22,843
+2,881
+14% +$221K 0.06% 219
2020
Q4 		$1.37M Buy
19,962
+11,065
+124% +$635K 0.05% 207
2020
Q3 		$430K Buy
8,897
+5,358
+151% +$270K 0.02% 306
2020
Q2 		$171K Buy
3,539
+3,109
+723% +$131K 0.01% 730
2020
Q1 		$15K Sell
430
-99,045
-100% -$4.66M ﹤0.01% 809
2019
Q4 		$5.08M Buy
99,475
+21,890
+28% +$1.04M 0.18% 92
2019
Q3 		$3.31M Sell
77,585
-26,546
-25% -$1.13M 0.12% 141
2019
Q2 		$4.56M Sell
104,131
-1,929
-2% -$86K 0.14% 124
2019
Q1 		$4.48M Sell
106,060
-23,812
-18% -$1M 0.13% 117
2018
Q4 		$5.15M Buy
129,872
+47,213
+57% +$2.06M 0.14% 127
2018
Q3 		$3.85M Sell
82,659
-39,739
-32% -$1.94M 0.12% 148
2018
Q2 		$5.8M Buy
122,398
+40,721
+50% +$2.13M 0.18% 132
2018
Q1 		$4.41M Buy
81,677
+63,732
+355% +$3.53M 0.14% 112
2017
Q4 		$942K Buy
+17,945
New +$907K 0.03% 397

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IndexIQ Advisors's MS Position: Q1 2022 in Review

IndexIQ Advisors reduced its Morgan Stanley (MS) stake by 1.4% in Q1 2022, selling an estimated $33.4K and leaving 23,701 shares worth $2.07M. The position accounts for 0.07% of the portfolio, ranked #224.

IndexIQ Advisors first reported a position in MS in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.8M in Q2 2018. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • IndexIQ Advisors held 23,701 shares of Morgan Stanley worth $2.07M as of Q1 2022.
  • IndexIQ Advisors sold 346 Morgan Stanley shares in Q1 2022, an estimated $33.4K.
  • Morgan Stanley made up 0.07% of IndexIQ Advisors's portfolio in Q1 2022, its #224 holding.
  • IndexIQ Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 18 quarters since.
  • IndexIQ Advisors's Morgan Stanley position peaked at $5.8M in Q2 2018.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.