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Narus Financial Partners’s Morgan Stanley MS Stock Holding History

Narus Financial Partners’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
Q2 		– Sell
-2,944
Closed -$257K – 117
2022
Q1 		$257K Buy
+2,944
New +$284K 0.14% 95
2021
Q1 		$251K Buy
+3,233
New +$248K 0.15% 87

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Vanguard Group
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BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Narus Financial Partners's MS Position: Q2 2022 in Review

Narus Financial Partners sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 2,944 shares — an estimated $257K sold.

Narus Financial Partners first reported a position in MS in Q1 2021 and held it in 2 quarters. The position peaked at $257K in Q1 2022. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Narus Financial Partners reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Narus Financial Partners sold 2,944 Morgan Stanley shares in Q2 2022, an estimated $257K.
  • Narus Financial Partners first reported a position in Morgan Stanley in Q1 2021 and held it in 2 quarters.
  • Narus Financial Partners's Morgan Stanley position peaked at $257K in Q1 2022.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Narus Financial Partners's 13F filing for Q2 2022, filed 12 Oct 2023.