Morgan Stanley’s Syntax Stratified MidCap ETF SMDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1
Closed -$42 8063
2024
Q2
$42 Hold
1
﹤0.01% 7564
2024
Q1
$44 Buy
+1
New +$41 ﹤0.01% 7531

Morgan Stanley's SMDY Position: Q3 2024 in Review

Morgan Stanley sold out of Syntax Stratified MidCap ETF (SMDY) in Q3 2024, closing a stake of 1 share — an estimated $42 sold.

Morgan Stanley first reported a position in SMDY in Q1 2024 and held it in 2 quarters. The position peaked at $44 in Q1 2024. 0 funds tracked by Wall St. Rank hold SMDY as of Q3 2024.

  • Morgan Stanley reported no remaining Syntax Stratified MidCap ETF position as of Q3 2024 after selling out during the quarter.
  • Morgan Stanley sold 1 Syntax Stratified MidCap ETF share in Q3 2024, an estimated $42.
  • Morgan Stanley first reported a position in Syntax Stratified MidCap ETF in Q1 2024 and held it in 2 quarters.
  • Morgan Stanley's Syntax Stratified MidCap ETF position peaked at $44 in Q1 2024.
  • 0 funds tracked by Wall St. Rank held Syntax Stratified MidCap ETF as of Q3 2024.

Based on Morgan Stanley's 13F filing for Q3 2024, filed 14 Nov 2024.