Morgan Stanley
VAXX

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

Morgan Stanley’s Portfolio VAXX Stock Details VAXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-62,229
Closed -$44.6K – 8039
2024
Q1 		$44.6K Sell
62,229
-398,803
-87% -$289K ﹤0.01% 6258
2023
Q4 		$392K Buy
461,032
+424,561
+1,164% +$410K ﹤0.01% 5712
2023
Q3 		$50K Sell
36,471
-11,830
-24% -$25.6K ﹤0.01% 6170
2023
Q2 		$122K Buy
48,301
+34,825
+258% +$73.8K ﹤0.01% 5859
2023
Q1 		$30.6K Buy
13,476
+8,950
+198% +$22.7K ﹤0.01% 6466
2022
Q4 		$6.34K Sell
4,526
-3,907
-46% -$6.56K ﹤0.01% 7089
2022
Q3 		$16K Sell
8,433
-2,945
-26% -$6.13K ﹤0.01% 6901
2022
Q2 		$18K Buy
11,378
+3,561
+46% +$13.5K ﹤0.01% 7033
2022
Q1 		$34K Sell
7,817
-3,385
-30% -$18.7K ﹤0.01% 6891
2021
Q4 		$63K Buy
+11,202
New +$116K ﹤0.01% 6700

Other funds holding VAXX

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return