Joseph P. Lucia & Associates’s Morgan Stanley MS Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-29	Closed	-$2K	–	314
2022 Q2	$2K	Sell	29 -200	-87%	-$16.4K	﹤0.01%	394
2022 Q1	$20K	Buy	+229	New	+$22.1K	0.01%	266
2021 Q4	–	Sell	-318	Closed	-$31K	–	392
2021 Q3	$31K	Sell	318 -100	-24%	-$9.91K	0.02%	261
2021 Q2	$38K	Buy	418 +100	+31%	+$8.57K	0.02%	241
2021 Q1	$25K	Buy	+318	New	+$24.4K	0.01%	276
2020 Q2	–	Sell	-200	Closed	-$7K	–	488
2020 Q1	$7K	Hold	200	–	–	0.01%	317
2019 Q4	$10K	Hold	200	–	–	0.01%	313
2019 Q3	$9K	Hold	200	–	–	0.01%	321
2019 Q2	$9K	Buy	+200	New	+$8.92K	0.01%	315

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joseph P. Lucia & Associates's MS Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 29 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in MS in Q2 2019 and held it in 9 quarters. The position peaked at $38K in Q2 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 29 Morgan Stanley shares in Q3 2022, an estimated $2K.
Joseph P. Lucia & Associates first reported a position in Morgan Stanley in Q2 2019 and held it in 9 quarters.
Joseph P. Lucia & Associates's Morgan Stanley position peaked at $38K in Q2 2021.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.