MAG
MS icon

MRA Advisory Group’s Morgan Stanley MS Stock Holding History

MRA Advisory Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,261
Closed -$213K – 117
2024
Q1 		$213K Buy
+2,261
New +$199K 0.13% 91
2023
Q1 		– Sell
-5,566
Closed -$473K – 142
2022
Q4 		$473K Sell
5,566
-578
-9% -$49.3K 0.37% 60
2022
Q3 		$482K Buy
6,144
+397
+7% +$33.5K 0.41% 54
2022
Q2 		$437K Sell
5,747
-157
-3% -$12.9K 0.38% 59
2022
Q1 		$516K Buy
5,904
+308
+6% +$29.7K 0.39% 56
2021
Q4 		$549K Buy
5,596
+1,105
+25% +$110K 0.42% 52
2021
Q3 		$437K Buy
4,491
+469
+12% +$46.5K 0.37% 65
2021
Q2 		$369K Buy
+4,022
New +$345K 0.32% 69

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return