PCA Investment Advisory Services’s Morgan Stanley MS Stock Holding History

PCA Investment Advisory Services’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 Q3	–	Sell	-837	Closed	-$71.5K	–	305
2023 Q2	$71.5K	Buy	+837	New	+$71.6K	0.04%	230

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCA Investment Advisory Services's MS Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 837 shares — an estimated $71.5K sold.

PCA Investment Advisory Services first reported a position in MS in Q2 2023 and held it in 1 quarter. The position peaked at $71.5K in Q2 2023. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

PCA Investment Advisory Services reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 837 Morgan Stanley shares in Q3 2023, an estimated $71.5K.
PCA Investment Advisory Services first reported a position in Morgan Stanley in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's Morgan Stanley position peaked at $71.5K in Q2 2023.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.