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Oxler Private Wealth’s Morgan Stanley MS Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-804
Closed -$63.6K – 258
2022
Q3 		$63.6K Hold
804
– – 0.04% 177
2022
Q2 		$61.2K Buy
+804
New +$65.9K 0.03% 142
2021
Q1 		– Sell
-769
Closed -$52K – 178
2020
Q4 		$52K Buy
+769
New +$44.1K 0.03% 157

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Oxler Private Wealth's MS Position: Q4 2022 in Review

Oxler Private Wealth sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 804 shares — an estimated $63.6K sold.

Oxler Private Wealth first reported a position in MS in Q4 2020 and held it in 3 quarters. The position peaked at $63.6K in Q3 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Oxler Private Wealth reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 804 Morgan Stanley shares in Q4 2022, an estimated $63.6K.
  • Oxler Private Wealth first reported a position in Morgan Stanley in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Morgan Stanley position peaked at $63.6K in Q3 2022.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.