Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Morgan Stanley MS Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-244
Closed -$19.9K – 331
2023
Q3 		$19.9K Buy
+244
New +$21.2K ﹤0.01% 268

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Legacy Financial Group (Iowa)'s MS Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 244 shares — an estimated $19.9K sold.

Legacy Financial Group (Iowa) first reported a position in MS in Q3 2023 and held it in 1 quarter. The position peaked at $19.9K in Q3 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 244 Morgan Stanley shares in Q4 2023, an estimated $19.9K.
  • Legacy Financial Group (Iowa) first reported a position in Morgan Stanley in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Morgan Stanley position peaked at $19.9K in Q3 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.