Morgan Stanley’s TOP Financial Group TOP Stock Holding History

Morgan Stanley’s Portfolio TOP Stock Details TOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-58	Closed	-$1.1K	–	7968
2023 Q4	$1.1K	Sell	58 -325	-85%	-$7.26K	﹤0.01%	7192
2023 Q3	$9.83K	Buy	+383	New	+$11.9K	﹤0.01%	6733
2022 Q3	–	Sell	-98	Closed	-$12K	–	7872
2022 Q2	$12K	Buy	+98	New	+$13.4K	﹤0.01%	7166

Other funds holding TOP

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's TOP Position: Q1 2024 in Review

Morgan Stanley sold out of TOP Financial Group (TOP) in Q1 2024, closing a stake of 58 shares — an estimated $1.1K sold.

Morgan Stanley first reported a position in TOP in Q2 2022 and held it in 3 quarters. The position peaked at $12K in Q2 2022. 6 funds tracked by Wall St. Rank hold TOP as of Q1 2024.

Morgan Stanley reported no remaining TOP Financial Group position as of Q1 2024 after selling out during the quarter.
Morgan Stanley sold 58 TOP Financial Group shares in Q1 2024, an estimated $1.1K.
Morgan Stanley first reported a position in TOP Financial Group in Q2 2022 and held it in 3 quarters.
Morgan Stanley's TOP Financial Group position peaked at $12K in Q2 2022.
6 funds tracked by Wall St. Rank held TOP Financial Group as of Q1 2024.

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