LWM
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Laidlaw Wealth Management’s Morgan Stanley MS Stock Holding History

Laidlaw Wealth Management’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
2024
Q1 		– Sell
-5,902
Closed -$550K – 214
2023
Q4 		$550K Sell
5,902
-258
-4% -$20.6K 0.2% 117
2023
Q3 		$503K Sell
6,160
-8,552
-58% -$743K 0.17% 141
2023
Q2 		$1.26M Buy
14,712
+7,516
+104% +$643K 0.25% 102
2023
Q1 		$632K Buy
7,196
+508
+8% +$47.4K 0.13% 180
2022
Q4 		$569K Buy
6,688
+4
+0.1% +$341 0.12% 182
2022
Q3 		$528K Buy
6,684
+1,738
+35% +$146K 0.12% 171
2022
Q2 		$376K Buy
4,946
+32
+0.7% +$2.62K 0.08% 232
2022
Q1 		$429K Buy
4,914
+668
+16% +$64.4K 0.07% 240
2021
Q4 		$417K Buy
+4,246
New +$423K 0.07% 251

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Laidlaw Wealth Management's MS Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 5,902 shares — an estimated $550K sold.

Laidlaw Wealth Management first reported a position in MS in Q4 2021 and held it in 9 quarters. The position peaked at $1.26M in Q2 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 5,902 Morgan Stanley shares in Q1 2024, an estimated $550K.
  • Laidlaw Wealth Management first reported a position in Morgan Stanley in Q4 2021 and held it in 9 quarters.
  • Laidlaw Wealth Management's Morgan Stanley position peaked at $1.26M in Q2 2023.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.