Morgan Stanley
CLSA

Morgan Stanley’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Morgan Stanley’s Portfolio CLSA Stock Details CLSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-945
Closed -$26K – 8211
2021
Q4 		$26K Sell
945
-4,866
-84% -$128K ﹤0.01% 7119
2021
Q3 		$142K Buy
+5,811
New +$146K ﹤0.01% 6185

Other funds holding CLSA

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's CLSA Position: Q1 2022 in Review

Morgan Stanley sold out of Cabana Target Leading Sector Aggressive ETF (CLSA) in Q1 2022, closing a stake of 945 shares — an estimated $26K sold.

Morgan Stanley first reported a position in CLSA in Q3 2021 and held it in 2 quarters. The position peaked at $142K in Q3 2021. 12 funds tracked by Wall St. Rank hold CLSA as of Q1 2022.

  • Morgan Stanley reported no remaining Cabana Target Leading Sector Aggressive ETF position as of Q1 2022 after selling out during the quarter.
  • Morgan Stanley sold 945 Cabana Target Leading Sector Aggressive ETF shares in Q1 2022, an estimated $26K.
  • Morgan Stanley first reported a position in Cabana Target Leading Sector Aggressive ETF in Q3 2021 and held it in 2 quarters.
  • Morgan Stanley's Cabana Target Leading Sector Aggressive ETF position peaked at $142K in Q3 2021.
  • 12 funds tracked by Wall St. Rank held Cabana Target Leading Sector Aggressive ETF as of Q1 2022.

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