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Outlook Wealth Advisors’s Morgan Stanley MS Stock Holding History

Outlook Wealth Advisors’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
-8,964
Closed -$762K – 192
2022
Q4 		$762K Buy
8,964
+13
+0.1% +$1.11K 0.36% 68
2022
Q3 		$708K Sell
8,951
-95
-1% -$8.01K 0.32% 73
2022
Q2 		$688K Buy
9,046
+65
+0.7% +$5.32K 0.28% 94
2022
Q1 		$785K Sell
8,981
-62
-0.7% -$5.98K 0.26% 97
2021
Q4 		$888K Buy
9,043
+73
+0.8% +$7.27K 0.26% 90
2021
Q3 		$873K Buy
8,970
+37
+0.4% +$3.67K 0.29% 89
2021
Q2 		$819K Buy
8,933
+626
+8% +$53.7K 0.26% 92
2021
Q1 		$645K Sell
8,307
-1,780
-18% -$136K 0.22% 112
2020
Q4 		$691K Buy
10,087
+279
+3% +$16K 0.25% 98
2020
Q3 		$474K Buy
9,808
+540
+6% +$27.2K 0.19% 119
2020
Q2 		$448K Buy
9,268
+516
+6% +$21.7K 0.19% 111
2020
Q1 		$298K Buy
8,752
+323
+4% +$15.2K 0.17% 122
2019
Q4 		$431K Buy
8,429
+663
+9% +$31.4K 0.24% 75
2019
Q3 		$331K Buy
7,766
+240
+3% +$10.3K 0.2% 118
2019
Q2 		$330K Buy
7,526
+537
+8% +$23.9K 0.22% 119
2019
Q1 		$295K Buy
6,989
+5,843
+510% +$246K 0.24% 113
2018
Q4 		$454K Buy
+1,146
New +$50K 0.21% 120

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

Outlook Wealth Advisors's MS Position: Q1 2023 in Review

Outlook Wealth Advisors sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 8,964 shares — an estimated $762K sold.

Outlook Wealth Advisors first reported a position in MS in Q4 2018 and held it in 17 quarters. The position peaked at $888K in Q4 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Outlook Wealth Advisors reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Outlook Wealth Advisors sold 8,964 Morgan Stanley shares in Q1 2023, an estimated $762K.
  • Outlook Wealth Advisors first reported a position in Morgan Stanley in Q4 2018 and held it in 17 quarters.
  • Outlook Wealth Advisors's Morgan Stanley position peaked at $888K in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Outlook Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.