My Personal CFO LLC’s Morgan Stanley MS Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-357	Closed	-$30.4K	–	543
2022 Q4	$30.4K	Buy	+357	New	+$30.4K	0.03%	169

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

My Personal CFO LLC's MS Position: Q1 2023 in Review

My Personal CFO LLC sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 357 shares — an estimated $30.4K sold.

My Personal CFO LLC first reported a position in MS in Q4 2022 and held it in 1 quarter. The position peaked at $30.4K in Q4 2022. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

My Personal CFO LLC reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 357 Morgan Stanley shares in Q1 2023, an estimated $30.4K.
My Personal CFO LLC first reported a position in Morgan Stanley in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Morgan Stanley position peaked at $30.4K in Q4 2022.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.