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	$6.56K	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 $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

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 Research Global Investors

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

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

Geode Capital Management

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