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PFS Investments’s Morgan Stanley MS Stock Holding History

PFS Investments’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
Q2 		$2.52M Buy
29,568
+1,762
+6% +$151K 0.04% 302
2023
Q1 		$2.34M Sell
27,806
-54,862
-66% -$5.12M 0.04% 289
2022
Q4 		$7.03M Sell
82,668
-404
-0.5% -$34.4K 0.13% 149
2022
Q3 		$6.56M Buy
83,072
+766
+0.9% +$64.6K 0.12% 145
2022
Q2 		$6.26M Sell
82,306
-230,866
-74% -$18.9M 0.13% 161
2022
Q1 		$27.4M Sell
313,172
-7,911
-2% -$763K 0.52% 57
2021
Q4 		$31.5M Sell
321,083
-10,231
-3% -$1.02M 0.61% 47
2021
Q3 		$33.2M Buy
331,314
+26,663
+9% +$2.64M 0.69% 36
2021
Q2 		$27.5M Buy
304,651
+55,464
+22% +$4.76M 0.63% 41
2021
Q1 		$19.4M Sell
249,187
-13,473
-5% -$1.03M 0.5% 56
2020
Q4 		$20M Buy
262,660
+23,057
+10% +$1.32M 0.56% 45
2020
Q3 		$11.6M Buy
239,603
+33,239
+16% +$1.67M 0.38% 61
2020
Q2 		$9.97M Buy
206,364
+65,590
+47% +$2.75M 0.37% 60
2020
Q1 		$4.79M Buy
140,774
+76,671
+120% +$3.61M 0.21% 79
2019
Q4 		$3.28M Buy
64,103
+19,222
+43% +$910K 0.13% 116
2019
Q3 		$1.92M Buy
44,881
+14,124
+46% +$604K 0.08% 121
2019
Q2 		$1.36M Buy
30,757
+17,399
+130% +$776K 0.06% 119
2019
Q1 		$564K Buy
+13,358
New +$562K 0.03% 120

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 $3.38T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS Investments's MS Position: Q2 2023 in Review

PFS Investments increased its Morgan Stanley (MS) stake by 6.3% in Q2 2023, buying an estimated $151K and bringing the position to 29,568 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #302.

PFS Investments first reported a position in MS in Q1 2019 and has held it in 18 quarters since. The position peaked at $33.2M in Q3 2021. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • PFS Investments held 29,568 shares of Morgan Stanley worth $2.52M as of Q2 2023.
  • PFS Investments bought 1,762 Morgan Stanley shares in Q2 2023, an estimated $151K.
  • Morgan Stanley made up 0.04% of PFS Investments's portfolio in Q2 2023, its #302 holding.
  • PFS Investments first reported a position in Morgan Stanley in Q1 2019 and has held it in 18 quarters since.
  • PFS Investments's Morgan Stanley position peaked at $33.2M in Q3 2021.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.