Kings Point Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $11.1M | Buy |
127,488
+3,288
| +3% | +$317K | 0.97% | 41 |
|
|
2021
Q4 | $12.2M | Buy |
124,200
+49,347
| +66% | +$4.92M | 1% | 37 |
|
|
2021
Q3 | $7.28M | Buy |
74,853
+5,922
| +9% | +$587K | 0.65% | 52 |
|
|
2021
Q2 | $6.32M | Buy |
68,931
+4,263
| +7% | +$366K | 0.57% | 56 |
|
|
2021
Q1 | $5.02M | Buy |
64,668
+16,509
| +34% | +$1.27M | 0.49% | 61 |
|
|
2020
Q4 | $3.3M | Buy |
48,159
+44,535
| +1,229% | +$2.56M | 0.35% | 72 |
|
|
2020
Q3 | $175K | Sell |
3,624
-2,972
| -45% | -$150K | 0.02% | 182 |
|
|
2020
Q2 | $319K | Hold |
6,596
| – | – | 0.05% | 128 |
|
|
2020
Q1 | $224K | Hold |
6,596
| – | – | 0.04% | 153 |
|
|
2019
Q4 | $337K | Hold |
6,596
| – | – | 0.05% | 145 |
|
|
2019
Q3 | $281K | Sell |
6,596
-967
| -13% | -$41.3K | 0.05% | 151 |
|
|
2019
Q2 | $331K | Buy |
7,563
+199
| +3% | +$8.88K | 0.06% | 127 |
|
|
2019
Q1 | $311K | Hold |
7,364
| – | – | 0.06% | 117 |
|
|
2018
Q4 | $292K | Sell |
7,364
-63,689
| -90% | -$2.78M | 0.07% | 120 |
|
|
2018
Q3 | $3.31M | Sell |
71,053
-6,288
| -8% | -$307K | 0.62% | 57 |
|
|
2018
Q2 | $3.67M | Buy |
77,341
+36,605
| +90% | +$1.91M | 0.72% | 55 |
|
|
2018
Q1 | $2.2M | Buy |
40,736
+13,878
| +52% | +$768K | 0.44% | 66 |
|
|
2017
Q4 | $1.41M | Buy |
26,858
+19,494
| +265% | +$986K | 0.3% | 77 |
|
|
2017
Q3 | $355K | Hold |
7,364
| – | – | 0.08% | 123 |
|
|
2017
Q2 | $328K | Hold |
7,364
| – | – | 0.08% | 120 |
|
|
2017
Q1 | $315K | Hold |
7,364
| – | – | 0.07% | 117 |
|
|
2016
Q4 | $311K | Hold |
7,364
| – | – | 0.08% | 113 |
|
|
2016
Q3 | $236K | Sell |
7,364
-6,550
| -47% | -$195K | 0.06% | 110 |
|
|
2016
Q2 | $361K | Sell |
13,914
-1,500
| -10% | -$39.2K | 0.09% | 94 |
|
|
2016
Q1 | $386K | Hold |
15,414
| – | – | 0.1% | 90 |
|
|
2015
Q4 | $490K | Hold |
15,414
| – | – | 0.12% | 87 |
|
|
2015
Q3 | $486K | Hold |
15,414
| – | – | 0.13% | 92 |
|
|
2015
Q2 | $598K | Buy |
15,414
+9,798
| +174% | +$373K | 0.14% | 95 |
|
|
2015
Q1 | $200K | Buy |
5,616
+3,073
| +121% | +$110K | 0.05% | 124 |
|
|
2014
Q4 | $99K | Buy |
2,543
+477
| +23% | +$17K | 0.03% | 156 |
|
|
2014
Q3 | $71K | Hold |
2,066
| – | – | 0.02% | 162 |
|
|
2014
Q2 | $67K | Buy |
2,066
+500
| +32% | +$15.4K | 0.02% | 163 |
|
|
2014
Q1 | $49K | Hold |
1,566
| – | – | 0.02% | 174 |
|
|
2013
Q4 | $49K | Hold |
1,566
| – | – | 0.02% | 171 |
|
|
2013
Q3 | $42K | Hold |
1,566
| – | – | 0.02% | 186 |
|
|
2013
Q2 | $38K | Buy |
+1,566
| New | +$37.1K | 0.02% | 201 |
|
Other funds holding MS
Kings Point Capital Management's MS Position: Q1 2022 in Review
Kings Point Capital Management increased its Morgan Stanley (MS) stake by 2.6% in Q1 2022, buying an estimated $317K and bringing the position to 127,488 shares worth $11.1M. The position accounts for 0.97% of the portfolio, ranked #41.
Kings Point Capital Management first reported a position in MS in Q2 2013 and has held it in 36 quarters since. The position peaked at $12.2M in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.
- Kings Point Capital Management held 127,488 shares of Morgan Stanley worth $11.1M as of Q1 2022.
- Kings Point Capital Management bought 3,288 Morgan Stanley shares in Q1 2022, an estimated $317K.
- Morgan Stanley made up 0.97% of Kings Point Capital Management's portfolio in Q1 2022, its #41 holding.
- Kings Point Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 36 quarters since.
- Kings Point Capital Management's Morgan Stanley position peaked at $12.2M in Q4 2021.
- 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.
Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.