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NuWave Investment Management’s Morgan Stanley MS Stock Holding History

NuWave Investment 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
-4,253
Closed -$372K – 323
2022
Q1 		$372K Buy
4,253
+2,186
+106% +$211K 0.5% 71
2021
Q4 		$203K Sell
2,067
-3,101
-60% -$309K 0.23% 146
2021
Q3 		$503K Buy
+5,168
New +$512K 0.58% 58
2021
Q2 		– Sell
-8,920
Closed -$693K – 389
2021
Q1 		$693K Buy
+8,920
New +$684K 0.87% 25
2020
Q4 		– Sell
-4,370
Closed -$211K – 464
2020
Q3 		$211K Buy
4,370
+4,340
+14,467% +$219K 0.32% 100
2020
Q2 		$1K Buy
+30
New +$1.26K ﹤0.01% 416
2020
Q1 		– Sell
-71
Closed -$4K – 343
2019
Q4 		$4K Sell
71
-169
-70% -$8K ﹤0.01% 393
2019
Q3 		$10K Sell
240
-384
-62% -$16.4K 0.01% 355
2019
Q2 		$27K Sell
624
-4,523
-88% -$202K 0.03% 272
2019
Q1 		$217K Buy
5,147
+4,871
+1,765% +$205K 0.25% 136
2018
Q4 		$11K Sell
276
-11,704
-98% -$511K 0.02% 258
2018
Q3 		$558K Buy
11,980
+7,372
+160% +$360K 0.84% 30
2018
Q2 		$218K Buy
+4,608
New +$241K 0.28% 122
2018
Q1 		– Sell
-4,197
Closed -$221K – 314
2017
Q4 		$221K Buy
+4,197
New +$212K 0.26% 125
2014
Q3 		$102K Sell
2,964
-4,556
-61% -$152K 0.29% 118
2014
Q2 		$244K Buy
7,520
+6,690
+806% +$206K 0.63% 62
2014
Q1 		$26K Sell
830
-22,469
-96% -$694K 0.08% 190
2013
Q4 		$730K Sell
23,299
-42,373
-65% -$1.26M 0.65% 62
2013
Q3 		$1.77M Buy
65,672
+22,442
+52% +$602K 1.62% 2
2013
Q2 		$1.06M Buy
+43,230
New +$1.03M 1.16% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NuWave Investment Management's MS Position: Q2 2022 in Review

NuWave Investment Management sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 4,253 shares — an estimated $372K sold.

NuWave Investment Management first reported a position in MS in Q2 2013 and held it in 20 quarters. The position peaked at $1.77M in Q3 2013. 1,603 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • NuWave Investment Management reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • NuWave Investment Management sold 4,253 Morgan Stanley shares in Q2 2022, an estimated $372K.
  • NuWave Investment Management first reported a position in Morgan Stanley in Q2 2013 and held it in 20 quarters.
  • NuWave Investment Management's Morgan Stanley position peaked at $1.77M in Q3 2013.
  • 1,603 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on NuWave Investment Management's 13F filing for Q2 2022, filed 8 Jul 2022.