Lugano Financial Advisors SA (LFA)’s Morgan Stanley MS Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-625	Closed	-$58.3K	–	179
2023 Q4	$58.3K	Hold	625	–	–	0.05%	104
2023 Q3	$51K	Hold	625	–	–	0.04%	119
2023 Q2	$53.4K	Hold	625	–	–	0.04%	133
2023 Q1	$54.9K	Hold	625	–	–	0.04%	86
2022 Q4	$53.1K	Hold	625	–	–	0.04%	87
2022 Q3	$49K	Hold	625	–	–	0.04%	85
2022 Q2	$47K	Hold	625	–	–	0.03%	90
2022 Q1	$54K	Hold	625	–	–	0.04%	81
2021 Q4	$61K	Hold	625	–	–	0.04%	87
2021 Q3	$61K	Hold	625	–	–	0.04%	80
2021 Q2	$57K	Buy	+625	New	+$53.6K	0.04%	79
2020 Q3	–	Sell	-1,401	Closed	-$67K	–	119
2020 Q2	$67K	Hold	1,401	–	–	0.07%	86
2020 Q1	$73K	Hold	1,401	–	–	0.07%	96
2019 Q4	$72K	Buy	+1,401	New	+$66.3K	0.05%	102
2019 Q2	$66K	Buy	+1,501	New	+$66.9K	0.04%	100

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s MS Position: Q1 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 625 shares — an estimated $58.3K sold.

Lugano Financial Advisors SA (LFA) first reported a position in MS in Q2 2019 and held it in 15 quarters. The position peaked at $73K in Q1 2020. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

Lugano Financial Advisors SA (LFA) reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 625 Morgan Stanley shares in Q1 2024, an estimated $58.3K.
Lugano Financial Advisors SA (LFA) first reported a position in Morgan Stanley in Q2 2019 and held it in 15 quarters.
Lugano Financial Advisors SA (LFA)'s Morgan Stanley position peaked at $73K in Q1 2020.
1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2024, filed 3 May 2024.