LWM Advisory Services’s Morgan Stanley MS Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-3,863	Closed	-$305K	–	116
2022 Q3	$305K	Buy	3,863 +820	+27%	+$69.1K	0.35%	80
2022 Q2	$231K	Buy	3,043 +367	+14%	+$30.1K	0.28%	97
2022 Q1	$234K	Buy	2,676 +486	+22%	+$46.9K	0.29%	99
2021 Q4	$215K	Buy	+2,190	New	+$218K	0.27%	103

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

LWM Advisory Services's MS Position: Q4 2022 in Review

LWM Advisory Services sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 3,863 shares — an estimated $305K sold.

LWM Advisory Services first reported a position in MS in Q4 2021 and held it in 4 quarters. The position peaked at $305K in Q3 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

LWM Advisory Services reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 3,863 Morgan Stanley shares in Q4 2022, an estimated $305K.
LWM Advisory Services first reported a position in Morgan Stanley in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Morgan Stanley position peaked at $305K in Q3 2022.
1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.