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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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Personal Capital Advisors's MS Position: Q4 2022 in Review

Personal Capital Advisors reduced its Morgan Stanley (MS) stake by 5.9% in Q4 2022, selling an estimated $31.6K and leaving 5,868 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Personal Capital Advisors first reported a position in MS in Q2 2020 and has held it in 11 quarters since. The position peaked at $615K in Q4 2021. 1,677 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Personal Capital Advisors held 5,868 shares of Morgan Stanley worth $499K as of Q4 2022.
  • Personal Capital Advisors sold 371 Morgan Stanley shares in Q4 2022, an estimated $31.6K.
  • Morgan Stanley made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #298 holding.
  • Personal Capital Advisors first reported a position in Morgan Stanley in Q2 2020 and has held it in 11 quarters since.
  • Personal Capital Advisors's Morgan Stanley position peaked at $615K in Q4 2021.
  • 1,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.