Morgan Stanley
BYOB

Morgan Stanley’s Tidal ETF Trust SoFi Be Your Own Boss ETF BYOB Stock Holding History

Morgan Stanley’s Portfolio BYOB Stock Details BYOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3
Closed – – 8205
2021
Q4 		$0 Buy
+3
New +$101 ﹤0.01% 8183
2021
Q3 		– Sell
-100
Closed -$4K – 8071
2021
Q2 		$4K Buy
+100
New +$3.68K ﹤0.01% 7459

Other funds holding BYOB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Morgan Stanley's BYOB Position: Q1 2022 in Review

Morgan Stanley sold out of Tidal ETF Trust SoFi Be Your Own Boss ETF (BYOB) in Q1 2022, closing a stake of 3 shares.

Morgan Stanley first reported a position in BYOB in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 15 funds tracked by Wall St. Rank hold BYOB as of Q1 2022.

  • Morgan Stanley reported no remaining Tidal ETF Trust SoFi Be Your Own Boss ETF position as of Q1 2022 after selling out during the quarter.
  • Morgan Stanley sold 3 Tidal ETF Trust SoFi Be Your Own Boss ETF shares in Q1 2022.
  • Morgan Stanley first reported a position in Tidal ETF Trust SoFi Be Your Own Boss ETF in Q2 2021 and held it in 2 quarters.
  • Morgan Stanley's Tidal ETF Trust SoFi Be Your Own Boss ETF position peaked at $4K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held Tidal ETF Trust SoFi Be Your Own Boss ETF as of Q1 2022.

Based on Morgan Stanley's 13F filing for Q1 2022, filed 13 May 2022.