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Laurel Wealth Advisors (California)’s Morgan Stanley MS Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$432K Sell
5,079
-306
-6% -$26.1K 0.04% 394
2022
Q3 		$425K Sell
5,385
-92
-2% -$7.75K 0.05% 381
2022
Q2 		$416K Sell
5,477
-139
-2% -$11.4K 0.04% 407
2022
Q1 		$491K Sell
5,616
-435
-7% -$42K 0.04% 419
2021
Q4 		$594K Buy
6,051
+2,347
+63% +$234K 0.05% 391
2021
Q3 		$360K Sell
3,704
-101
-3% -$10K 0.07% 297
2021
Q2 		$348K Buy
3,805
+619
+19% +$53.1K 0.05% 363
2021
Q1 		$247K Buy
+3,186
New +$244K 0.04% 395
2018
Q4 		– Sell
-12,028
Closed -$560K – 404
2018
Q3 		$560K Buy
12,028
+750
+7% +$36.6K 0.14% 170
2018
Q2 		$534K Buy
+11,278
New +$589K 0.14% 163

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Laurel Wealth Advisors (California)'s MS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Morgan Stanley (MS) stake by 5.7% in Q4 2022, selling an estimated $26.1K and leaving 5,079 shares worth $432K. The position accounts for 0.04% of the portfolio, ranked #394.

Laurel Wealth Advisors (California) first reported a position in MS in Q2 2018 and has held it in 10 quarters since. The position peaked at $594K in Q4 2021. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,079 shares of Morgan Stanley worth $432K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 306 Morgan Stanley shares in Q4 2022, an estimated $26.1K.
  • Morgan Stanley made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #394 holding.
  • Laurel Wealth Advisors (California) first reported a position in Morgan Stanley in Q2 2018 and has held it in 10 quarters since.
  • Laurel Wealth Advisors (California)'s Morgan Stanley position peaked at $594K in Q4 2021.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.