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Naples Money Management’s Morgan Stanley MS Stock Holding History

Naples Money 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
2024
Q3 		– Sell
-23
Closed -$2.28K – 422
2024
Q2 		$2.28K Buy
+23
New +$2.19K ﹤0.01% 302

Other funds holding MS

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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 $1.56T 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 $336B AUM 34.66% 1-Year Est. Return

Naples Money Management's MS Position: Q3 2024 in Review

Naples Money Management sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 23 shares — an estimated $2.28K sold.

Naples Money Management first reported a position in MS in Q2 2024 and held it in 1 quarter. The position peaked at $2.28K in Q2 2024. 1,868 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Naples Money Management reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 23 Morgan Stanley shares in Q3 2024, an estimated $2.28K.
  • Naples Money Management first reported a position in Morgan Stanley in Q2 2024 and held it in 1 quarter.
  • Naples Money Management's Morgan Stanley position peaked at $2.28K in Q2 2024.
  • 1,868 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.