Northwest Investment Counselors’s Morgan Stanley MS Stock Holding History

Northwest Investment Counselors’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	$25.5K	Buy	+245	New	+$24.7K	0.01%	319
2024 Q2	–	Sell	-225	Closed	-$21.2K	–	375
2024 Q1	$21.2K	Buy	+225	New	+$19.8K	0.01%	305
2023 Q4	–	Sell	-225	Closed	-$18.4K	–	385
2023 Q3	$18.4K	Hold	225	–	–	0.01%	318
2023 Q2	$19.2K	Hold	225	–	–	0.01%	323
2023 Q1	$19.8K	Hold	225	–	–	0.01%	325
2022 Q4	$19.1K	Hold	225	–	–	0.01%	338
2022 Q3	$18K	Sell	225 -31	-12%	-$2.61K	0.01%	312
2022 Q2	$19K	Hold	256	–	–	0.01%	303
2022 Q1	$22K	Buy	256 +31	+14%	+$2.99K	0.01%	313
2021 Q4	$22K	Buy	+225	New	+$22.4K	0.01%	299
2021 Q2	–	Sell	-425	Closed	-$33K	–	324
2021 Q1	$33K	Buy	+425	New	+$32.6K	0.01%	259
2019 Q4	–	Sell	-40	Closed	-$2K	–	371
2019 Q3	$2K	Buy	+40	New	+$1.71K	﹤0.01%	513
2017 Q4	–	Sell	-370	Closed	-$18K	–	236
2017 Q3	$18K	Buy	370 +226	+157%	+$10.5K	0.01%	255
2017 Q2	$6K	Buy	+144	New	+$6.21K	﹤0.01%	278

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwest Investment Counselors's MS Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Morgan Stanley (MS) in Q3 2024: 245 shares worth $25.5K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in MS as recently as Q1 2024.

Northwest Investment Counselors first reported a position in MS in Q2 2017 and has held it in 14 quarters since. The position peaked at $33K in Q1 2021. 1,867 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Northwest Investment Counselors held 245 shares of Morgan Stanley worth $25.5K as of Q3 2024.
Morgan Stanley was a new Northwest Investment Counselors position in Q3 2024.
Morgan Stanley made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #319 holding.
Northwest Investment Counselors first reported a position in Morgan Stanley in Q2 2017 and has held it in 14 quarters since.
Northwest Investment Counselors's Morgan Stanley position peaked at $33K in Q1 2021.
1,867 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.