Optimas Capital’s Morgan Stanley MS Stock Holding History

Optimas Capital’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 Q1	–	Sell	-13,636	Closed	-$1.34M	–	28
2021 Q4	$1.34M	Buy	+13,636	New	+$1.36M	2.86%	10

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimas Capital's MS Position: Q1 2022 in Review

Optimas Capital sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 13,636 shares — an estimated $1.34M sold.

Optimas Capital first reported a position in MS in Q4 2021 and held it in 1 quarter. The position peaked at $1.34M in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Optimas Capital reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Optimas Capital sold 13,636 Morgan Stanley shares in Q1 2022, an estimated $1.34M.
Optimas Capital first reported a position in Morgan Stanley in Q4 2021 and held it in 1 quarter.
Optimas Capital's Morgan Stanley position peaked at $1.34M in Q4 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Optimas Capital's 13F filing for Q1 2022, filed 17 May 2022.