Janiczek Wealth Management’s Morgan Stanley MS Stock Holding History

Janiczek Wealth Management’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	$20K	Sell	206 -3	-1%	-$286	﹤0.01%	558
2024 Q1	$19.7K	Sell	209 -9	-4%	-$793	﹤0.01%	572
2023 Q4	$20.3K	Sell	218 -119	-35%	-$9.52K	﹤0.01%	541
2023 Q3	$27.5K	Buy	337 +300	+811%	+$26K	0.01%	472
2023 Q2	$3.16K	Hold	37	–	–	﹤0.01%	717
2023 Q1	$3.22K	Buy	37 +3	+9%	+$280	﹤0.01%	723
2022 Q4	$3.08K	Buy	34 +13	+62%	+$1.11K	﹤0.01%	723
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	770
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	787
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	780
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	840
2021 Q3	$2K	Buy	21 +9	+75%	+$892	﹤0.01%	817
2021 Q2	$1K	Buy	+12	New	+$1.03K	﹤0.01%	860
2020 Q3	–	Sell	-109	Closed	-$5K	–	695
2020 Q2	$5K	Buy	+109	New	+$4.58K	﹤0.01%	186
2019 Q3	–	Sell	-200	Closed	-$9K	–	188
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	141
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	119
2018 Q4	$8K	Hold	200	–	–	﹤0.01%	113
2018 Q3	$9K	Sell	200 -21	-10%	-$1.02K	﹤0.01%	97
2018 Q2	$10K	Buy	+221	New	+$11.5K	0.01%	98

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Janiczek Wealth Management's MS Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Morgan Stanley (MS) stake by 1.4% in Q2 2024, selling an estimated $286 and leaving 206 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Janiczek Wealth Management first reported a position in MS in Q2 2018 and has held it in 19 quarters since. The position peaked at $27.5K in Q3 2023. 1,821 funds tracked by Wall St. Rank hold MS as of Q2 2024.

Janiczek Wealth Management held 206 shares of Morgan Stanley worth $20K as of Q2 2024.
Janiczek Wealth Management sold 3 Morgan Stanley shares in Q2 2024, an estimated $286.
Morgan Stanley made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #558 holding.
Janiczek Wealth Management first reported a position in Morgan Stanley in Q2 2018 and has held it in 19 quarters since.
Janiczek Wealth Management's Morgan Stanley position peaked at $27.5K in Q3 2023.
1,821 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.