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NWK Group’s Morgan Stanley MS Stock Holding History

NWK Group’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
2023
Q1 		– Sell
-9,348
Closed -$795K – 75
2022
Q4 		$795K Buy
+9,348
New +$797K 0.58% 35
2022
Q1 		– Sell
-52,717
Closed -$5.17M – 84
2021
Q4 		$5.17M Buy
52,717
+550
+1% +$54.8K 1.91% 23
2021
Q3 		$5.08M Buy
52,167
+1,105
+2% +$109K 2.01% 21
2021
Q2 		$4.68M Buy
51,062
+108
+0.2% +$9.26K 1.87% 22
2021
Q1 		$3.96M Sell
50,954
-463
-0.9% -$35.5K 1.73% 25
2020
Q4 		$3.52M Buy
+51,417
New +$2.95M 1.51% 29

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NWK Group's MS Position: Q1 2023 in Review

NWK Group sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 9,348 shares — an estimated $795K sold.

NWK Group first reported a position in MS in Q4 2020 and held it in 6 quarters. The position peaked at $5.17M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • NWK Group reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • NWK Group sold 9,348 Morgan Stanley shares in Q1 2023, an estimated $795K.
  • NWK Group first reported a position in Morgan Stanley in Q4 2020 and held it in 6 quarters.
  • NWK Group's Morgan Stanley position peaked at $5.17M in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on NWK Group's 13F filing for Q1 2023, filed 15 May 2023.