NovaPoint Capital’s Morgan Stanley MS Stock Holding History

NovaPoint Capital’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 Q1	–	Sell	-2,890	Closed	-$284K	–	142
2021 Q4	$284K	Buy	+2,890	New	+$288K	0.1%	109

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

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

NovaPoint Capital's MS Position: Q1 2022 in Review

NovaPoint Capital sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 2,890 shares — an estimated $284K sold.

NovaPoint Capital first reported a position in MS in Q4 2021 and held it in 1 quarter. The position peaked at $284K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

NovaPoint Capital reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
NovaPoint Capital sold 2,890 Morgan Stanley shares in Q1 2022, an estimated $284K.
NovaPoint Capital first reported a position in Morgan Stanley in Q4 2021 and held it in 1 quarter.
NovaPoint Capital's Morgan Stanley position peaked at $284K in Q4 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on NovaPoint Capital's 13F filing for Q1 2022, filed 29 Apr 2022.