Kore Private Wealth’s Morgan Stanley MS Stock Holding History

Kore Private Wealth’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	$248K	Sell	3,141 -215	-6%	-$18.1K	0.04%	218
2022 Q2	$255K	Sell	3,356 -344	-9%	-$28.2K	0.04%	241
2022 Q1	$323K	Buy	3,700 +494	+15%	+$47.7K	0.04%	231
2021 Q4	$315K	Sell	3,206 -4,214	-57%	-$420K	0.04%	234
2021 Q3	$722K	Buy	7,420 +960	+15%	+$95.1K	0.08%	193
2021 Q2	$592K	Buy	6,460 +900	+16%	+$77.2K	0.07%	199
2021 Q1	$432K	Buy	5,560 +894	+19%	+$68.5K	0.06%	206
2020 Q4	$320K	Buy	+4,666	New	+$268K	0.05%	219
2020 Q3	–	Sell	-2,885	Closed	-$139K	–	780
2020 Q2	$139K	Sell	2,885 -1	-0%	-$42	0.03%	283
2020 Q1	$98K	Buy	2,886 +1,946	+207%	+$91.7K	0.02%	315
2019 Q4	$48K	Buy	+940	New	+$44.5K	0.01%	488
2019 Q2	–	Sell	-503	Closed	-$21K	–	585
2019 Q1	$21K	Sell	503 -89	-15%	-$3.75K	﹤0.01%	503
2018 Q4	$23K	Buy	+592	New	+$25.8K	0.01%	472

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

Kore Private Wealth's MS Position: Q3 2022 in Review

Kore Private Wealth reduced its Morgan Stanley (MS) stake by 6.4% in Q3 2022, selling an estimated $18.1K and leaving 3,141 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #218.

Kore Private Wealth first reported a position in MS in Q4 2018 and has held it in 13 quarters since. The position peaked at $722K in Q3 2021. 1,583 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Kore Private Wealth held 3,141 shares of Morgan Stanley worth $248K as of Q3 2022.
Kore Private Wealth sold 215 Morgan Stanley shares in Q3 2022, an estimated $18.1K.
Morgan Stanley made up 0.04% of Kore Private Wealth's portfolio in Q3 2022, its #218 holding.
Kore Private Wealth first reported a position in Morgan Stanley in Q4 2018 and has held it in 13 quarters since.
Kore Private Wealth's Morgan Stanley position peaked at $722K in Q3 2021.
1,583 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.