Nicola Wealth Management’s Morgan Stanley MS Stock Holding History

Nicola 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 Q2	–	Sell	-89,000	Closed	-$7.78M	–	150
2022 Q1	$7.78M	Sell	89,000 -57,000	-39%	-$5.5M	0.68%	50
2021 Q4	$14.3M	Hold	146,000	–	–	1.35%	25
2021 Q3	$14.2M	Sell	146,000 -32,000	-18%	-$3.17M	1.46%	18
2021 Q2	$16.3M	Sell	178,000 -3,000	-2%	-$257K	1.67%	14
2021 Q1	$14.1M	Sell	181,000 -10,000	-5%	-$766K	1.57%	18
2020 Q4	$13.1M	Buy	+191,000	New	+$11M	1.63%	16

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nicola Wealth Management's MS Position: Q2 2022 in Review

Nicola Wealth Management sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 89,000 shares — an estimated $7.78M sold.

Nicola Wealth Management first reported a position in MS in Q4 2020 and held it in 6 quarters. The position peaked at $16.3M in Q2 2021. 1,603 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Nicola Wealth Management reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
Nicola Wealth Management sold 89,000 Morgan Stanley shares in Q2 2022, an estimated $7.78M.
Nicola Wealth Management first reported a position in Morgan Stanley in Q4 2020 and held it in 6 quarters.
Nicola Wealth Management's Morgan Stanley position peaked at $16.3M in Q2 2021.
1,603 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Nicola Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.