MAM
MS icon

Myriad Asset Management’s Morgan Stanley MS Stock Holding History

Myriad Asset Management’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
2022
Q1 		– Sell
-128,804
Closed -$12.6M – 112
2021
Q4 		$12.6M Sell
128,804
-8,500
-6% -$847K 1.37% 20
2021
Q3 		$13.4M Buy
137,304
+28,200
+26% +$2.79M 1.38% 17
2021
Q2 		$10M Buy
+109,104
New +$9.36M 0.75% 28

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Myriad Asset Management's MS Position: Q1 2022 in Review

Myriad Asset Management sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 128,804 shares — an estimated $12.6M sold.

Myriad Asset Management first reported a position in MS in Q2 2021 and held it in 3 quarters. The position peaked at $13.4M in Q3 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • Myriad Asset Management reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
  • Myriad Asset Management sold 128,804 Morgan Stanley shares in Q1 2022, an estimated $12.6M.
  • Myriad Asset Management first reported a position in Morgan Stanley in Q2 2021 and held it in 3 quarters.
  • Myriad Asset Management's Morgan Stanley position peaked at $13.4M in Q3 2021.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Myriad Asset Management's 13F filing for Q1 2022, filed 16 May 2022.