Morgan Stanley’s SoFi Weekly Dividend ETF WKLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2
Closed -$154 8077
2023
Q4
$154 Sell
2
-18
-90% -$830 ﹤0.01% 7383
2023
Q3
$912 Buy
+20
New +$943 ﹤0.01% 7246

Morgan Stanley's WKLY Position: Q1 2024 in Review

Morgan Stanley sold out of SoFi Weekly Dividend ETF (WKLY) in Q1 2024, closing a stake of 2 shares — an estimated $154 sold.

Morgan Stanley first reported a position in WKLY in Q3 2023 and held it in 2 quarters. The position peaked at $912 in Q3 2023. 0 funds tracked by Wall St. Rank hold WKLY as of Q1 2024.

  • Morgan Stanley reported no remaining SoFi Weekly Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Morgan Stanley sold 2 SoFi Weekly Dividend ETF shares in Q1 2024, an estimated $154.
  • Morgan Stanley first reported a position in SoFi Weekly Dividend ETF in Q3 2023 and held it in 2 quarters.
  • Morgan Stanley's SoFi Weekly Dividend ETF position peaked at $912 in Q3 2023.
  • 0 funds tracked by Wall St. Rank held SoFi Weekly Dividend ETF as of Q1 2024.

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