Nottingham Advisors’s Morgan Stanley MS Stock Holding History

Nottingham Advisors’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	–	Sell	-4,784	Closed	-$465K	–	160
2024 Q2	$465K	Buy	+4,784	New	+$455K	0.06%	104

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 $295B AUM 31.6% 1-Year Est. Return

Nottingham Advisors's MS Position: Q3 2024 in Review

Nottingham Advisors sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 4,784 shares — an estimated $465K sold.

Nottingham Advisors first reported a position in MS in Q2 2024 and held it in 1 quarter. The position peaked at $465K in Q2 2024. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Nottingham Advisors reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
Nottingham Advisors sold 4,784 Morgan Stanley shares in Q3 2024, an estimated $465K.
Nottingham Advisors first reported a position in Morgan Stanley in Q2 2024 and held it in 1 quarter.
Nottingham Advisors's Morgan Stanley position peaked at $465K in Q2 2024.
1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Nottingham Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.