OLVIG
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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

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return