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Mine & Arao Wealth Creation & Management’s Morgan Stanley MS Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-1
Closed -$95 – 253
2024
Q1 		$95 Buy
+1
New +$88 ﹤0.01% 375

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's MS Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 1 share — an estimated $95 sold.

Mine & Arao Wealth Creation & Management first reported a position in MS in Q1 2024 and held it in 1 quarter. The position peaked at $95 in Q1 2024. 1,828 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 1 Morgan Stanley share in Q2 2024, an estimated $95.
  • Mine & Arao Wealth Creation & Management first reported a position in Morgan Stanley in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Morgan Stanley position peaked at $95 in Q1 2024.
  • 1,828 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.