Morgan Stanley’s Franchise Group, Inc. FRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-55,591
Closed -$1.59M 7784
2023
Q2
$1.59M Sell
55,591
-42,869
-44% -$1.23M ﹤0.01% 4564
2023
Q1
$2.68M Sell
98,460
-40,927
-29% -$1.18M ﹤0.01% 4269
2022
Q4
$3.32M Sell
139,387
-141,865
-50% -$3.7M ﹤0.01% 4103
2022
Q3
$6.84M Buy
281,252
+66,462
+31% +$2.18M ﹤0.01% 3377
2022
Q2
$7.53M Buy
214,790
+61,939
+41% +$2.39M ﹤0.01% 3368
2022
Q1
$6.33M Buy
152,851
+29,271
+24% +$1.36M ﹤0.01% 3427
2021
Q4
$6.45M Buy
123,580
+18,792
+18% +$845K ﹤0.01% 3452
2021
Q3
$3.71M Sell
104,788
-58,381
-36% -$2.04M ﹤0.01% 4031
2021
Q2
$5.75M Buy
163,169
+113,230
+227% +$4.17M ﹤0.01% 3640
2021
Q1
$1.8M Buy
49,939
+30,042
+151% +$1.06M ﹤0.01% 4338
2020
Q4
$606K Buy
19,897
+15,130
+317% +$400K ﹤0.01% 4956
2020
Q3
$121K Sell
4,767
-1,859
-28% -$44.5K ﹤0.01% 5342
2020
Q2
$145K Buy
6,626
+5,126
+342% +$81.8K ﹤0.01% 5227
2020
Q1
$13K Hold
1,500
﹤0.01% 5964
2019
Q4
$35K Buy
+1,500
New +$25.6K ﹤0.01% 5956

Morgan Stanley's FRG Position: Q3 2023 in Review

Morgan Stanley sold out of Franchise Group, Inc. (FRG) in Q3 2023, closing a stake of 55,591 shares — an estimated $1.59M sold.

Morgan Stanley first reported a position in FRG in Q4 2019 and held it in 15 quarters. The position peaked at $7.53M in Q2 2022. 0 funds tracked by Wall St. Rank hold FRG as of Q3 2023.

  • Morgan Stanley reported no remaining Franchise Group, Inc. position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 55,591 Franchise Group, Inc. shares in Q3 2023, an estimated $1.59M.
  • Morgan Stanley first reported a position in Franchise Group, Inc. in Q4 2019 and held it in 15 quarters.
  • Morgan Stanley's Franchise Group, Inc. position peaked at $7.53M in Q2 2022.
  • 0 funds tracked by Wall St. Rank held Franchise Group, Inc. as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.