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Johanson Financial Advisors’s Morgan Stanley MS Stock Holding History

Johanson Financial 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
2021
Q4 		$444K Buy
4,527
+911
+25% +$90.7K 0.14% 89
2021
Q3 		$352K Buy
+3,616
New +$358K 0.12% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Johanson Financial Advisors's MS Position: Q4 2021 in Review

Johanson Financial Advisors increased its Morgan Stanley (MS) stake by 25% in Q4 2021, buying an estimated $90.7K and bringing the position to 4,527 shares worth $444K. The position accounts for 0.14% of the portfolio, ranked #89.

Johanson Financial Advisors first reported a position in MS in Q3 2021 and has held it in 2 quarters since. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Johanson Financial Advisors held 4,527 shares of Morgan Stanley worth $444K as of Q4 2021.
  • Johanson Financial Advisors bought 911 Morgan Stanley shares in Q4 2021, an estimated $90.7K.
  • Morgan Stanley made up 0.14% of Johanson Financial Advisors's portfolio in Q4 2021, its #89 holding.
  • Johanson Financial Advisors first reported a position in Morgan Stanley in Q3 2021 and has held it in 2 quarters since.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.