PWM
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Partnership Wealth Management’s Morgan Stanley MS Stock Holding History

Partnership Wealth Management’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
Q4 		– Sell
-468
Closed -$48.8K – 142
2024
Q3 		$48.8K Hold
468
– – 0.03% 119
2024
Q2 		$45.5K Hold
468
– – 0.03% 149
2024
Q1 		$44.1K Hold
468
– – 0.03% 153
2023
Q4 		$40.8K Buy
+468
New +$37.4K 0.03% 154

Other funds holding MS

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Partnership Wealth Management's MS Position: Q4 2024 in Review

Partnership Wealth Management sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 468 shares — an estimated $48.8K sold.

Partnership Wealth Management first reported a position in MS in Q4 2023 and held it in 4 quarters. The position peaked at $48.8K in Q3 2024. 2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Partnership Wealth Management reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 468 Morgan Stanley shares in Q4 2024, an estimated $48.8K.
  • Partnership Wealth Management first reported a position in Morgan Stanley in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Morgan Stanley position peaked at $48.8K in Q3 2024.
  • 2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.