Morgan Stanley
SSLY

Morgan Stanley’s Syntax Stratified SmallCap ETF SSLY Stock Holding History

Morgan Stanley’s Portfolio SSLY Stock Details SSLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,000
Closed -$227K – 7984
2024
Q1 		$227K Buy
+5,000
New +$218K ﹤0.01% 5691

Other funds holding SSLY

VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
PPW
PACK Private Wealth Wayzata, Minnesota $218M AUM 19.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

Morgan Stanley's SSLY Position: Q2 2024 in Review

Morgan Stanley sold out of Syntax Stratified SmallCap ETF (SSLY) in Q2 2024, closing a stake of 5,000 shares — an estimated $227K sold.

Morgan Stanley first reported a position in SSLY in Q1 2024 and held it in 1 quarter. The position peaked at $227K in Q1 2024. 7 funds tracked by Wall St. Rank hold SSLY as of Q2 2024.

  • Morgan Stanley reported no remaining Syntax Stratified SmallCap ETF position as of Q2 2024 after selling out during the quarter.
  • Morgan Stanley sold 5,000 Syntax Stratified SmallCap ETF shares in Q2 2024, an estimated $227K.
  • Morgan Stanley first reported a position in Syntax Stratified SmallCap ETF in Q1 2024 and held it in 1 quarter.
  • Morgan Stanley's Syntax Stratified SmallCap ETF position peaked at $227K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Syntax Stratified SmallCap ETF as of Q2 2024.

Based on Morgan Stanley's 13F filing for Q2 2024, filed 14 Aug 2024.