Morgan Stanley
ZIVO

Morgan Stanley’s Zivo Bioscience, Inc. Common Stock ZIVO Stock Holding History

Morgan Stanley’s Portfolio ZIVO Stock Details ZIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21
Closed -$313 – 7872
2022
Q4 		$313 Sell
21
-2
-9% -$35 ﹤0.01% 7602
2022
Q3 		$0 Buy
23
+2
+10% +$44 ﹤0.01% 7989
2022
Q2 		$0 Hold
21
– – ﹤0.01% 8093
2022
Q1 		$0 Sell
21
-157
-88% -$3.13K ﹤0.01% 8220
2021
Q4 		$3K Buy
178
+157
+748% +$3.29K ﹤0.01% 7759
2021
Q3 		$1K Hold
21
– – ﹤0.01% 7838
2021
Q2 		$1K Buy
+21
New +$571 ﹤0.01% 7663

Other funds holding ZIVO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.72B AUM 24.88% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Morgan Stanley's ZIVO Position: Q1 2023 in Review

Morgan Stanley sold out of Zivo Bioscience, Inc. Common Stock (ZIVO) in Q1 2023, closing a stake of 21 shares — an estimated $313 sold.

Morgan Stanley first reported a position in ZIVO in Q2 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 13 funds tracked by Wall St. Rank hold ZIVO as of Q1 2023.

  • Morgan Stanley reported no remaining Zivo Bioscience, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Morgan Stanley sold 21 Zivo Bioscience, Inc. Common Stock shares in Q1 2023, an estimated $313.
  • Morgan Stanley first reported a position in Zivo Bioscience, Inc. Common Stock in Q2 2021 and held it in 7 quarters.
  • Morgan Stanley's Zivo Bioscience, Inc. Common Stock position peaked at $3K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Zivo Bioscience, Inc. Common Stock as of Q1 2023.

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