PCA
MS icon

Personal Capital Advisors’s Morgan Stanley MS Stock Holding History

Personal Capital Advisors’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 		$499K Sell
5,868
-371
-6% -$31.6K ﹤0.01% 298
2022
Q3 		$493K Buy
6,239
+444
+8% +$37.4K ﹤0.01% 287
2022
Q2 		$441K Sell
5,795
-156
-3% -$12.8K ﹤0.01% 286
2022
Q1 		$520K Sell
5,951
-374
-6% -$36.1K ﹤0.01% 301
2021
Q4 		$615K Buy
6,325
+386
+6% +$38.5K ﹤0.01% 302
2021
Q3 		$578K Buy
5,939
+929
+19% +$92K ﹤0.01% 291
2021
Q2 		$459K Buy
5,010
+254
+5% +$21.8K ﹤0.01% 323
2021
Q1 		$369K Sell
4,756
-1,268
-21% -$97.2K ﹤0.01% 353
2020
Q4 		$413K Buy
6,024
+210
+4% +$12K ﹤0.01% 325
2020
Q3 		$281K Buy
5,814
+1,524
+36% +$76.8K ﹤0.01% 340
2020
Q2 		$207K Buy
+4,290
New +$180K ﹤0.01% 343

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 $5.7T 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 $1.47T 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