Legacy Wealth Asset Management’s Morgan Stanley MS Stock Holding History

Legacy Wealth Asset 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
2022 Q3	–	Sell	-12,389	Closed	-$942K	–	342
2022 Q2	$942K	Buy	12,389 +85	+0.7%	+$6.96K	0.38%	83
2022 Q1	$1.07M	Sell	12,304 -86	-0.7%	-$8.3K	0.38%	85
2021 Q4	$1.22M	Sell	12,390 -790	-6%	-$78.7K	0.41%	59
2021 Q3	$1.28M	Sell	13,180 -366	-3%	-$36.3K	0.59%	28
2021 Q2	$1.24M	Sell	13,546 -360	-3%	-$30.9K	0.55%	33
2021 Q1	$1.08M	Sell	13,906 -116	-0.8%	-$8.89K	0.5%	45
2020 Q4	$961K	Buy	+14,022	New	+$805K	0.48%	43

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

Legacy Wealth Asset Management's MS Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 12,389 shares — an estimated $942K sold.

Legacy Wealth Asset Management first reported a position in MS in Q4 2020 and held it in 7 quarters. The position peaked at $1.28M in Q3 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Legacy Wealth Asset Management reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 12,389 Morgan Stanley shares in Q3 2022, an estimated $942K.
Legacy Wealth Asset Management first reported a position in Morgan Stanley in Q4 2020 and held it in 7 quarters.
Legacy Wealth Asset Management's Morgan Stanley position peaked at $1.28M in Q3 2021.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.