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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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MRA Advisory Group's MS Position: Q2 2024 in Review

MRA Advisory Group sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 2,261 shares — an estimated $213K sold.

MRA Advisory Group first reported a position in MS in Q2 2021 and held it in 8 quarters. The position peaked at $549K in Q4 2021. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • MRA Advisory Group reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • MRA Advisory Group sold 2,261 Morgan Stanley shares in Q2 2024, an estimated $213K.
  • MRA Advisory Group first reported a position in Morgan Stanley in Q2 2021 and held it in 8 quarters.
  • MRA Advisory Group's Morgan Stanley position peaked at $549K in Q4 2021.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on MRA Advisory Group's 13F filing for Q2 2024, filed 6 Aug 2024.