Nauset Wealth Management’s Morgan Stanley MS Stock Holding History

Nauset Wealth 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	$14K	Buy	+165	New	+$15.9K	0.01%	185

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nauset Wealth Management's MS Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Morgan Stanley (MS) in Q1 2022: 165 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #185 among its holdings.

1,668 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Nauset Wealth Management held 165 shares of Morgan Stanley worth $14K as of Q1 2022.
Morgan Stanley was a new Nauset Wealth Management position in Q1 2022.
Morgan Stanley made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #185 holding.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.