Oliver Lagore Vanvalin Investment Group’s Morgan Stanley MS Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q2	–	Sell	-118	Closed	-$11.1K	–	786
2024 Q1	$11.1K	Hold	118	–	–	﹤0.01%	405
2023 Q4	$11K	Sell	118 -248	-68%	-$19.8K	﹤0.01%	397
2023 Q3	$29.9K	Sell	366 -2	-0.5%	-$174	0.01%	294
2023 Q2	$31.4K	Sell	368 -68	-16%	-$5.82K	0.01%	309
2023 Q1	$38.3K	Hold	436	–	–	0.02%	216
2022 Q4	$37.1K	Sell	436 -4	-0.9%	-$341	0.02%	210
2022 Q3	$35K	Buy	440 +68	+18%	+$5.73K	0.02%	196
2022 Q2	$28K	Buy	372 +4	+1%	+$328	0.02%	230
2022 Q1	$32K	Buy	+368	New	+$35.5K	0.02%	207

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MS Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 118 shares — an estimated $11.1K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in MS in Q1 2022 and held it in 9 quarters. The position peaked at $38.3K in Q1 2023. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 118 Morgan Stanley shares in Q2 2024, an estimated $11.1K.
Oliver Lagore Vanvalin Investment Group first reported a position in Morgan Stanley in Q1 2022 and held it in 9 quarters.
Oliver Lagore Vanvalin Investment Group's Morgan Stanley position peaked at $38.3K in Q1 2023.
1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.