JWCA
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J.W. Coons Advisors’s Morgan Stanley MS Stock Holding History

J.W. Coons 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
2024
Q3 		– Sell
-2,121
Closed -$206K – 244
2024
Q2 		$206K Buy
+2,121
New +$202K 0.05% 227
2022
Q3 		– Sell
-6,311
Closed -$480K – 216
2022
Q2 		$480K Sell
6,311
-600
-9% -$49.1K 0.17% 143
2022
Q1 		$603K Sell
6,911
-5,392
-44% -$520K 0.18% 137
2021
Q4 		$1.21M Buy
12,303
+3,272
+36% +$326K 0.37% 71
2021
Q3 		$876K Buy
9,031
+215
+2% +$21.3K 0.3% 88
2021
Q2 		$809K Sell
8,816
-55
-0.6% -$4.72K 0.29% 93
2021
Q1 		$688K Buy
8,871
+2,515
+40% +$193K 0.25% 105
2020
Q4 		$434K Buy
+6,356
New +$365K 0.17% 139

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
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

J.W. Coons Advisors's MS Position: Q3 2024 in Review

J.W. Coons Advisors sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 2,121 shares — an estimated $206K sold.

J.W. Coons Advisors first reported a position in MS in Q4 2020 and held it in 8 quarters. The position peaked at $1.21M in Q4 2021. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • J.W. Coons Advisors reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 2,121 Morgan Stanley shares in Q3 2024, an estimated $206K.
  • J.W. Coons Advisors first reported a position in Morgan Stanley in Q4 2020 and held it in 8 quarters.
  • J.W. Coons Advisors's Morgan Stanley position peaked at $1.21M in Q4 2021.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on J.W. Coons Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.