MSA
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McAlister Sweet & Associates’s Morgan Stanley MS Stock Holding History

McAlister Sweet & Associates’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 		– Sell
-16,390
Closed -$1.61M – 35
2021
Q4 		$1.61M Buy
+16,390
New +$1.63M 1.4% 19

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McAlister Sweet & Associates's MS Position: Q1 2022 in Review

McAlister Sweet & Associates sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 16,390 shares — an estimated $1.61M sold.

McAlister Sweet & Associates first reported a position in MS in Q4 2021 and held it in 1 quarter. The position peaked at $1.61M in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • McAlister Sweet & Associates reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
  • McAlister Sweet & Associates sold 16,390 Morgan Stanley shares in Q1 2022, an estimated $1.61M.
  • McAlister Sweet & Associates first reported a position in Morgan Stanley in Q4 2021 and held it in 1 quarter.
  • McAlister Sweet & Associates's Morgan Stanley position peaked at $1.61M in Q4 2021.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on McAlister Sweet & Associates's 13F filing for Q1 2022, filed 4 Apr 2022.