Lenox Wealth Advisors’s Morgan Stanley MS Stock Holding History

Lenox Wealth Advisors’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 Q1	$151K	Buy	1,792 +191	+12%	+$18.4K	0.02%	128
2021 Q4	$157K	Sell	1,601 -71	-4%	-$7.07K	0.02%	130
2021 Q3	$163K	Buy	1,672 +974	+140%	+$96.5K	0.02%	120
2021 Q2	$64K	Sell	698 -214	-23%	-$18.4K	0.01%	206
2021 Q1	$71K	Sell	912 -1,421	-61%	-$109K	0.01%	148
2020 Q4	$160K	Buy	2,333 +618	+36%	+$35.5K	0.02%	100
2020 Q3	$83K	Buy	1,715 +1,278	+292%	+$64.4K	0.01%	123
2020 Q2	$21K	Buy	+437	New	+$18.4K	﹤0.01%	283
2020 Q1	–	Sell	-173	Closed	-$9K	–	886
2019 Q4	$9K	Buy	+173	New	+$8.19K	﹤0.01%	425
2018 Q3	–	Sell	-27	Closed	-$1K	–	485
2018 Q2	$1K	Buy	+27	New	+$1.41K	﹤0.01%	522
2017 Q4	–	Sell	-11	Closed	-$1K	–	430
2017 Q3	$1K	Buy	+11	New	+$510	﹤0.01%	209
2016 Q4	–	Sell	-600	Closed	-$19K	–	157
2016 Q3	$19K	Hold	600	–	–	0.01%	143
2016 Q2	$16K	Sell	600 -55	-8%	-$1.44K	﹤0.01%	150
2016 Q1	$16K	Hold	655	–	–	﹤0.01%	150
2015 Q4	$21K	Sell	655 -210	-24%	-$6.98K	0.01%	130
2015 Q3	$27K	Buy	865 +600	+226%	+$21.8K	0.01%	118
2015 Q2	$10K	Buy	265 +55	+26%	+$2.09K	﹤0.01%	142
2015 Q1	$7K	Hold	210	–	–	﹤0.01%	199
2014 Q4	$8K	Hold	210	–	–	﹤0.01%	186
2014 Q3	$7K	Buy	+210	New	+$7K	﹤0.01%	206
2014 Q1	–	Sell	-87	Closed	-$3K	–	284
2013 Q4	$3K	Buy	+87	New	+$2.59K	﹤0.01%	272

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's MS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Morgan Stanley (MS) stake by 12% in Q1 2022, buying an estimated $18.4K and bringing the position to 1,792 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #128.

Lenox Wealth Advisors first reported a position in MS in Q4 2013 and has held it in 21 quarters since. The position peaked at $163K in Q3 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Lenox Wealth Advisors held 1,792 shares of Morgan Stanley worth $151K as of Q1 2022.
Lenox Wealth Advisors bought 191 Morgan Stanley shares in Q1 2022, an estimated $18.4K.
Morgan Stanley made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #128 holding.
Lenox Wealth Advisors first reported a position in Morgan Stanley in Q4 2013 and has held it in 21 quarters since.
Lenox Wealth Advisors's Morgan Stanley position peaked at $163K in Q3 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.