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Intercontinental Wealth Advisors’s Morgan Stanley MS Stock Holding History

Intercontinental Wealth 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
Q2 		– Sell
-3,392
Closed -$296K – 286
2022
Q1 		$296K Hold
3,392
– – 0.07% 246
2021
Q4 		$333K Sell
3,392
-964
-22% -$96K 0.07% 229
2021
Q3 		$424K Buy
4,356
+234
+6% +$23.2K 0.1% 188
2021
Q2 		$378K Buy
4,122
+21
+0.5% +$1.8K 0.07% 206
2021
Q1 		$318K Sell
4,101
-1,154
-22% -$88.4K 0.07% 205
2020
Q4 		$360K Buy
5,255
+61
+1% +$3.5K 0.09% 180
2020
Q3 		$251K Sell
5,194
-4
-0.1% -$202 0.07% 170
2020
Q2 		$251K Buy
+5,198
New +$218K 0.08% 158
2020
Q1 		– Sell
-2,492
Closed -$137K – 255
2019
Q4 		$137K Sell
2,492
-706
-22% -$33.4K 0.11% 134
2019
Q3 		$136K Sell
3,198
-36
-1% -$1.54K 0.08% 147
2019
Q2 		$142K Sell
3,234
-3
-0.1% -$134 0.07% 145
2019
Q1 		$137K Hold
3,237
– – 0.07% 150
2018
Q4 		$128K Buy
+3,237
New +$141K 0.07% 149

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Intercontinental Wealth Advisors's MS Position: Q2 2022 in Review

Intercontinental Wealth Advisors sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 3,392 shares — an estimated $296K sold.

Intercontinental Wealth Advisors first reported a position in MS in Q4 2018 and held it in 13 quarters. The position peaked at $424K in Q3 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Intercontinental Wealth Advisors reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 3,392 Morgan Stanley shares in Q2 2022, an estimated $296K.
  • Intercontinental Wealth Advisors first reported a position in Morgan Stanley in Q4 2018 and held it in 13 quarters.
  • Intercontinental Wealth Advisors's Morgan Stanley position peaked at $424K in Q3 2021.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.