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Kistler-Tiffany Companies’s Morgan Stanley MS Stock Holding History

Kistler-Tiffany Companies’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
2023
Q2 		$471K Sell
5,521
-942
-15% -$80.6K 0.08% 204
2023
Q1 		$567K Buy
6,463
+320
+5% +$29.9K 0.11% 142
2022
Q4 		$522K Buy
6,143
+424
+7% +$36.1K 0.11% 142
2022
Q3 		$452K Buy
5,719
+3
+0.1% +$253 0.1% 134
2022
Q2 		$435K Buy
5,716
+208
+4% +$17K 0.09% 138
2022
Q1 		$481K Buy
5,508
+772
+16% +$74.5K 0.09% 139
2021
Q4 		$465K Buy
4,736
+431
+10% +$42.9K 0.09% 129
2021
Q3 		$419K Buy
4,305
+259
+6% +$25.7K 0.09% 126
2021
Q2 		$371K Buy
4,046
+515
+15% +$44.2K 0.09% 134
2021
Q1 		$274K Buy
3,531
+483
+16% +$37K 0.07% 145
2020
Q4 		$209K Buy
3,048
+1,115
+58% +$64K 0.06% 163
2020
Q3 		$93K Hold
1,933
– – 0.03% 221
2020
Q2 		$93K Buy
1,933
+1,395
+259% +$58.6K 0.03% 205
2020
Q1 		$28K Hold
538
– – 0.01% 321
2019
Q4 		$28K Hold
538
– – 0.01% 328
2019
Q3 		$23K Sell
538
-400
-43% -$17.1K 0.01% 347
2019
Q2 		$41K Hold
938
– – 0.02% 272
2019
Q1 		$40K Hold
938
– – 0.02% 264
2018
Q4 		$37K Hold
938
– – 0.02% 254
2018
Q3 		$44K Hold
938
– – 0.02% 267
2018
Q2 		$44K Hold
938
– – 0.02% 265
2018
Q1 		$51K Buy
938
+400
+74% +$22.1K 0.02% 271
2017
Q4 		$28K Hold
538
– – 0.01% 335
2017
Q3 		$26K Hold
538
– – 0.01% 338
2017
Q2 		$24K Hold
538
– – 0.01% 336
2017
Q1 		$23K Hold
538
– – 0.01% 329
2016
Q4 		$23K Sell
538
-162
-23% -$6.13K 0.01% 338
2016
Q3 		$22K Hold
700
– – 0.01% 355
2016
Q2 		$18K Hold
700
– – 0.01% 365
2016
Q1 		$18K Hold
700
– – 0.01% 367
2015
Q4 		$22K Buy
+700
New +$23.3K 0.01% 366

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kistler-Tiffany Companies's MS Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Morgan Stanley (MS) stake by 15% in Q2 2023, selling an estimated $80.6K and leaving 5,521 shares worth $471K. The position accounts for 0.08% of the portfolio, ranked #204.

Kistler-Tiffany Companies first reported a position in MS in Q4 2015 and has held it in 31 quarters since. The position peaked at $567K in Q1 2023. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • Kistler-Tiffany Companies held 5,521 shares of Morgan Stanley worth $471K as of Q2 2023.
  • Kistler-Tiffany Companies sold 942 Morgan Stanley shares in Q2 2023, an estimated $80.6K.
  • Morgan Stanley made up 0.08% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #204 holding.
  • Kistler-Tiffany Companies first reported a position in Morgan Stanley in Q4 2015 and has held it in 31 quarters since.
  • Kistler-Tiffany Companies's Morgan Stanley position peaked at $567K in Q1 2023.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.