Morgan Stanley’s SRAX, Inc. Class A Common Stock SRAX Stock Holding History

Morgan Stanley’s Portfolio SRAX Stock Details SRAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-150	Closed	-$230	–	8022
2022 Q4	$230	Sell	150 -310	-67%	-$499	﹤0.01%	7632
2022 Q3	$1K	Buy	460 +160	+53%	+$374	﹤0.01%	7667
2022 Q2	$1K	Sell	300 -1,824	-86%	-$6.74K	﹤0.01%	7762
2022 Q1	$10K	Buy	2,124 +1,973	+1,307%	+$9.34K	﹤0.01%	7425
2021 Q4	$1K	Sell	151 -199	-57%	-$1.04K	﹤0.01%	7946
2021 Q3	$2K	Hold	350	–	–	﹤0.01%	7736
2021 Q2	$2K	Sell	350 -1,350	-79%	-$6.49K	﹤0.01%	7576
2021 Q1	$8K	Buy	+1,700	New	+$7.11K	﹤0.01%	7025
2020 Q2	–	Sell	-14,712	Closed	-$30K	–	6911
2020 Q1	$30K	Buy	+14,712	New	+$35K	﹤0.01%	5672
2019 Q4	–	Sell	-3,000	Closed	-$7K	–	6975
2019 Q3	$7K	Buy	+3,000	New	+$10.9K	﹤0.01%	6313
2018 Q4	–	Sell	-2	Closed	–	–	6848
2018 Q3	$0	Sell	2 -20	-91%	-$92	﹤0.01%	6908
2018 Q2	$0	Buy	22 +10	+83%	+$44	﹤0.01%	6832
2018 Q1	$0	Sell	12 -585	-98%	-$2.65K	﹤0.01%	6789
2017 Q4	$3K	Buy	+597	New	+$2.62K	﹤0.01%	6422
2017 Q2	–	Sell	-7,200	Closed	-$16K	–	6711
2017 Q1	$16K	Buy	+7,200	New	+$21.3K	﹤0.01%	6141

Other funds holding SRAX

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley's SRAX Position: Q1 2023 in Review

Morgan Stanley sold out of SRAX, Inc. Class A Common Stock (SRAX) in Q1 2023, closing a stake of 150 shares — an estimated $230 sold.

Morgan Stanley first reported a position in SRAX in Q1 2017 and held it in 15 quarters. The position peaked at $30K in Q1 2020. 5 funds tracked by Wall St. Rank hold SRAX as of Q1 2023.

Morgan Stanley reported no remaining SRAX, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Morgan Stanley sold 150 SRAX, Inc. Class A Common Stock shares in Q1 2023, an estimated $230.
Morgan Stanley first reported a position in SRAX, Inc. Class A Common Stock in Q1 2017 and held it in 15 quarters.
Morgan Stanley's SRAX, Inc. Class A Common Stock position peaked at $30K in Q1 2020.
5 funds tracked by Wall St. Rank held SRAX, Inc. Class A Common Stock as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.