PWS
MS icon

Paragon Wealth Strategies’s Morgan Stanley MS Stock Holding History

Paragon Wealth Strategies’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
-629
Closed -$53.5K – 161
2022
Q4 		$53.5K Hold
629
– – 0.06% 62
2022
Q3 		$50K Buy
+629
New +$53K 0.05% 43
2021
Q3 		– Sell
-651
Closed -$60K – 197
2021
Q2 		$60K Buy
+651
New +$55.8K 0.02% 74

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

Paragon Wealth Strategies's MS Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 629 shares — an estimated $53.5K sold.

Paragon Wealth Strategies first reported a position in MS in Q2 2021 and held it in 3 quarters. The position peaked at $60K in Q2 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 629 Morgan Stanley shares in Q1 2023, an estimated $53.5K.
  • Paragon Wealth Strategies first reported a position in Morgan Stanley in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's Morgan Stanley position peaked at $60K in Q2 2021.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.