PFA
MS icon

Pathway Financial Advisers’s Morgan Stanley MS Stock Holding History

Pathway Financial Advisers’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
Q1 		– Sell
-1,053
Closed -$98.2K – 481
2023
Q4 		$98.2K Buy
1,053
+9
+0.9% +$720 0.04% 188
2023
Q3 		$85.3K Buy
+1,044
New +$90.6K 0.04% 197
2023
Q1 		$84.2K Buy
959
+6
+0.6% +$560 0.03% 197
2022
Q4 		$81.1K Buy
+953
New +$81.2K 0.03% 208

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pathway Financial Advisers's MS Position: Q1 2024 in Review

Pathway Financial Advisers sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 1,053 shares — an estimated $98.2K sold.

Pathway Financial Advisers first reported a position in MS in Q4 2022 and held it in 4 quarters. The position peaked at $98.2K in Q4 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • Pathway Financial Advisers reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 1,053 Morgan Stanley shares in Q1 2024, an estimated $98.2K.
  • Pathway Financial Advisers first reported a position in Morgan Stanley in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's Morgan Stanley position peaked at $98.2K in Q4 2023.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.