Morgan Stanley’s Global X Cannabis ETF POTX Stock Holding History

Morgan Stanley’s Portfolio POTX Stock Details POTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,014	Closed	-$11.8K	–	8143
2023 Q4	$11.8K	Buy	2,014 +968	+93%	+$5.52K	﹤0.01%	6797
2023 Q3	$6.96K	Sell	1,046 -82	-7%	-$571	﹤0.01%	6832
2023 Q2	$7.2K	Buy	1,128 +45	+4%	+$356	﹤0.01%	6905
2023 Q1	$9.85K	Hold	1,083	–	–	﹤0.01%	6891
2022 Q4	$12.1K	Sell	1,083 -76	-7%	-$1.08K	﹤0.01%	6876
2022 Q3	$16K	Sell	1,159 -165	-12%	-$2.78K	﹤0.01%	6908
2022 Q2	$21K	Sell	1,324 -284	-18%	-$6.42K	﹤0.01%	6977
2022 Q1	$52K	Buy	1,608 +1,083	+206%	+$33.8K	﹤0.01%	6693
2021 Q4	$18K	Sell	525 -33	-6%	-$1.56K	﹤0.01%	7263
2021 Q3	$30K	Buy	558 +25	+5%	+$1.62K	﹤0.01%	6934
2021 Q2	$44K	Buy	533 +83	+18%	+$7.13K	﹤0.01%	6726
2021 Q1	$43K	Buy	450 +167	+59%	+$16.6K	﹤0.01%	6421
2020 Q4	$17K	Buy	+283	New	+$16.3K	﹤0.01%	6490

Other funds holding POTX

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Morgan Stanley's POTX Position: Q1 2024 in Review

Morgan Stanley sold out of Global X Cannabis ETF (POTX) in Q1 2024, closing a stake of 2,014 shares — an estimated $11.8K sold.

Morgan Stanley first reported a position in POTX in Q4 2020 and held it in 13 quarters. The position peaked at $52K in Q1 2022. 1 fund tracked by Wall St. Rank holds POTX as of Q1 2024.

Morgan Stanley reported no remaining Global X Cannabis ETF position as of Q1 2024 after selling out during the quarter.
Morgan Stanley sold 2,014 Global X Cannabis ETF shares in Q1 2024, an estimated $11.8K.
Morgan Stanley first reported a position in Global X Cannabis ETF in Q4 2020 and held it in 13 quarters.
Morgan Stanley's Global X Cannabis ETF position peaked at $52K in Q1 2022.
1 fund tracked by Wall St. Rank held Global X Cannabis ETF as of Q1 2024.

Based on Morgan Stanley's 13F filing for Q1 2024, filed 15 May 2024.