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Next Financial Group’s Morgan Stanley MS Stock Holding History

Next Financial Group’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
2021
Q4 		$303K Buy
3,080
+762
+33% +$75.9K 0.02% 728
2021
Q3 		$225K Sell
2,318
-2,594
-53% -$257K 0.02% 785
2021
Q2 		$450K Buy
4,912
+538
+12% +$46.1K 0.04% 509
2021
Q1 		$340K Buy
4,374
+383
+10% +$29.4K 0.03% 567
2020
Q4 		$273K Buy
3,991
+1,224
+44% +$70.2K 0.03% 598
2020
Q3 		$134K Buy
+2,767
New +$139K 0.01% 757
2020
Q2 		– Sell
-1,959
Closed -$67K – 1391
2020
Q1 		$67K Buy
1,959
+580
+42% +$27.3K 0.01% 894
2019
Q4 		$70K Sell
1,379
-992
-42% -$47K 0.01% 1076
2019
Q3 		$101K Hold
2,371
– – 0.01% 905
2019
Q2 		$104K Buy
2,371
+892
+60% +$39.8K 0.01% 901
2019
Q1 		$62K Sell
1,479
-1,359
-48% -$57.2K 0.02% 668
2018
Q4 		$113K Sell
2,838
-753
-21% -$32.9K 0.02% 558
2018
Q3 		$167K Sell
3,591
-1,064
-23% -$52K 0.08% 241
2018
Q2 		$221K Sell
4,655
-1,839
-28% -$96.1K 0.08% 250
2018
Q1 		$350K Sell
6,494
-536
-8% -$29.7K 0.07% 267
2017
Q4 		$369K Sell
7,030
-3,170
-31% -$160K 0.16% 168
2017
Q3 		$493K Buy
10,200
+697
+7% +$32.3K 0.14% 167
2017
Q2 		$423K Sell
9,503
-214
-2% -$9.23K 0.1% 212
2017
Q1 		$421K Sell
9,717
-5,262
-35% -$233K 0.12% 191
2016
Q4 		$633K Sell
14,979
-685
-4% -$25.9K 0.11% 210
2016
Q3 		$502K Buy
15,664
+3,124
+25% +$93.2K 0.09% 241
2016
Q2 		$325K Buy
12,540
+2,632
+27% +$68.8K 0.1% 202
2016
Q1 		$247K Sell
9,908
-99
-1% -$2.53K 0.09% 236
2015
Q4 		$318K Sell
10,007
-596
-6% -$19.8K 0.12% 174
2015
Q3 		$333K Sell
10,603
-1,462
-12% -$53.2K 0.12% 191
2015
Q2 		$467K Sell
12,065
-180
-1% -$6.85K 0.16% 141
2015
Q1 		$437K Buy
12,245
+34
+0.3% +$1.22K 0.14% 156
2014
Q4 		$474K Sell
12,211
-2,078
-15% -$73.9K 0.16% 144
2014
Q3 		$494K Buy
+14,289
New +$476K 0.1% 239

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's MS Position: Q4 2021 in Review

Next Financial Group increased its Morgan Stanley (MS) stake by 33% in Q4 2021, buying an estimated $75.9K and bringing the position to 3,080 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #728.

Next Financial Group first reported a position in MS in Q3 2014 and has held it in 29 quarters since. The position peaked at $633K in Q4 2016. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Next Financial Group held 3,080 shares of Morgan Stanley worth $303K as of Q4 2021.
  • Next Financial Group bought 762 Morgan Stanley shares in Q4 2021, an estimated $75.9K.
  • Morgan Stanley made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #728 holding.
  • Next Financial Group first reported a position in Morgan Stanley in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's Morgan Stanley position peaked at $633K in Q4 2016.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.