MW
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Milestone Wealth’s Morgan Stanley MS Stock Holding History

Milestone Wealth’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
Q3 		$156K Hold
1,965
– – 0.17% 60
2022
Q2 		$149K Buy
1,965
+1,448
+280% +$119K 0.16% 61
2022
Q1 		$51K Hold
517
– – 0.04% 135
2021
Q4 		$51K Buy
+517
New +$51.5K 0.04% 135

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Wealth's MS Position: Q3 2022 in Review

Milestone Wealth held its Morgan Stanley (MS) position steady in Q3 2022 at 1,965 shares worth $156K. The position accounts for 0.17% of the portfolio, ranked #60.

Milestone Wealth first reported a position in MS in Q4 2021 and has held it in 4 quarters since. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Milestone Wealth held 1,965 shares of Morgan Stanley worth $156K as of Q3 2022.
  • Milestone Wealth left its Morgan Stanley share count unchanged in Q3 2022.
  • Morgan Stanley made up 0.17% of Milestone Wealth's portfolio in Q3 2022, its #60 holding.
  • Milestone Wealth first reported a position in Morgan Stanley in Q4 2021 and has held it in 4 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.