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Lake Street Private Wealth’s Morgan Stanley MS Stock Holding History

Lake Street 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
2024
Q3 		– Sell
-3,862
Closed -$375K – 299
2024
Q2 		$375K Sell
3,862
-1,894
-33% -$180K 0.05% 246
2024
Q1 		$542K Sell
5,756
-390
-6% -$34.3K 0.07% 216
2023
Q4 		$573K Sell
6,146
-540
-8% -$43.2K 0.09% 196
2023
Q3 		$550K Buy
6,686
+43
+0.6% +$3.73K 0.1% 180
2023
Q2 		$567K Sell
6,643
-248
-4% -$21.2K 0.1% 172
2023
Q1 		$605K Buy
6,891
+234
+4% +$21.8K 0.11% 166
2022
Q4 		$566K Sell
6,657
-1,841
-22% -$157K 0.12% 169
2022
Q3 		$671K Sell
8,498
-3,084
-27% -$260K 0.15% 137
2022
Q2 		$881K Buy
11,582
+1,321
+13% +$108K 0.19% 123
2022
Q1 		$897K Buy
10,261
+37
+0.4% +$3.57K 0.16% 136
2021
Q4 		$1M Buy
+10,224
New +$1.02M 0.18% 131

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lake Street Private Wealth's MS Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 3,862 shares — an estimated $375K sold.

Lake Street Private Wealth first reported a position in MS in Q4 2021 and held it in 11 quarters. The position peaked at $1M in Q4 2021. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 3,862 Morgan Stanley shares in Q3 2024, an estimated $375K.
  • Lake Street Private Wealth first reported a position in Morgan Stanley in Q4 2021 and held it in 11 quarters.
  • Lake Street Private Wealth's Morgan Stanley position peaked at $1M in Q4 2021.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.