Morgan Stanley
ASPU

Morgan Stanley’s ASPEN GROUP, INC. ASPU Stock Holding History

Morgan Stanley’s Portfolio ASPU Stock Details ASPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-68,943
Closed -$21.4K – 7889
2022
Q4 		$21.4K Buy
68,943
+22
+0% +$8 ﹤0.01% 6668
2022
Q3 		$26K Hold
68,921
– – ﹤0.01% 6685
2022
Q2 		$67K Sell
68,921
-316,534
-82% -$308K ﹤0.01% 6476
2022
Q1 		$625K Sell
385,455
-332,652
-46% -$570K ﹤0.01% 5277
2021
Q4 		$1.69M Buy
718,107
+638,583
+803% +$2.61M ﹤0.01% 4695
2021
Q3 		$444K Sell
79,524
-57,210
-42% -$346K ﹤0.01% 5570
2021
Q2 		$891K Sell
136,734
-270,893
-66% -$1.54M ﹤0.01% 5147
2021
Q1 		$2.45M Buy
407,627
+311,111
+322% +$2.8M ﹤0.01% 4106
2020
Q4 		$1.07M Buy
96,516
+30,430
+46% +$337K ﹤0.01% 4624
2020
Q3 		$738K Buy
66,086
+60,355
+1,053% +$642K ﹤0.01% 4424
2020
Q2 		$52K Buy
5,731
+4,399
+330% +$36.2K ﹤0.01% 5668
2020
Q1 		$11K Buy
+1,332
New +$11.2K ﹤0.01% 6000
2017
Q4 		– Sell
-700
Closed -$4K – 6700
2017
Q3 		$4K Buy
+700
New +$4.37K ﹤0.01% 6336

Other funds holding ASPU

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
DFG
Delta Financial Group Basking Ridge, New Jersey $438M AUM 19.29% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley's ASPU Position: Q1 2023 in Review

Morgan Stanley sold out of ASPEN GROUP, INC. (ASPU) in Q1 2023, closing a stake of 68,943 shares — an estimated $21.4K sold.

Morgan Stanley first reported a position in ASPU in Q3 2017 and held it in 13 quarters. The position peaked at $2.45M in Q1 2021. 7 funds tracked by Wall St. Rank hold ASPU as of Q1 2023.

  • Morgan Stanley reported no remaining ASPEN GROUP, INC. position as of Q1 2023 after selling out during the quarter.
  • Morgan Stanley sold 68,943 ASPEN GROUP, INC. shares in Q1 2023, an estimated $21.4K.
  • Morgan Stanley first reported a position in ASPEN GROUP, INC. in Q3 2017 and held it in 13 quarters.
  • Morgan Stanley's ASPEN GROUP, INC. position peaked at $2.45M in Q1 2021.
  • 7 funds tracked by Wall St. Rank held ASPEN GROUP, INC. as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.