LIWM
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Long Island Wealth Management’s Morgan Stanley MS Stock Holding History

Long Island Wealth 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
2024
Q1 		– Sell
-38
Closed -$4K – 280
2023
Q4 		$4K Buy
+38
New +$3.04K ﹤0.01% 290

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Wellington Management Group
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Capital International Investors
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Geode Capital Management
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Bank of America
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Fisher Asset Management
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Long Island Wealth Management's MS Position: Q1 2024 in Review

Long Island Wealth Management sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 38 shares — an estimated $4K sold.

Long Island Wealth Management first reported a position in MS in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Long Island Wealth Management reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 38 Morgan Stanley shares in Q1 2024, an estimated $4K.
  • Long Island Wealth Management first reported a position in Morgan Stanley in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Morgan Stanley position peaked at $4K in Q4 2023.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.