OIS
MS icon

Okabena Investment Services’s Morgan Stanley MS Stock Holding History

Okabena Investment Services’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
Q3 		– Sell
-257
Closed -$21.9K – 134
2023
Q2 		$21.9K Buy
+257
New +$22K 0.02% 88
2023
Q1 		– Sell
-386
Closed -$32.8K – 233
2022
Q4 		$32.8K Buy
+386
New +$32.9K 0.02% 106

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Okabena Investment Services's MS Position: Q3 2023 in Review

Okabena Investment Services sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 257 shares — an estimated $21.9K sold.

Okabena Investment Services first reported a position in MS in Q4 2022 and held it in 2 quarters. The position peaked at $32.8K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Okabena Investment Services reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 257 Morgan Stanley shares in Q3 2023, an estimated $21.9K.
  • Okabena Investment Services first reported a position in Morgan Stanley in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Morgan Stanley position peaked at $32.8K in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.