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Norwood Financial’s Morgan Stanley MS Stock Holding History

Norwood Financial’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
Q1 		$39.4K Buy
+419
New +$36.9K 0.06% 169

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norwood Financial's MS Position: Q1 2024 in Review

Norwood Financial opened a new position in Morgan Stanley (MS) in Q1 2024: 419 shares worth $39.4K. The stake represents 0.06% of the portfolio and ranks #169 among its holdings.

1,794 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Norwood Financial held 419 shares of Morgan Stanley worth $39.4K as of Q1 2024.
  • Morgan Stanley was a new Norwood Financial position in Q1 2024.
  • Morgan Stanley made up 0.06% of Norwood Financial's portfolio in Q1 2024, its #169 holding.
  • 1,794 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.