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Pinnacle Private Wealth’s Morgan Stanley MS Stock Holding History

Pinnacle Private Wealth’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
Q2 		$247K Sell
3,253
-322
-9% -$26.4K 0.1% 226
2022
Q1 		$312K Sell
3,575
-361
-9% -$34.8K 0.1% 217
2021
Q4 		$386K Buy
+3,936
New +$392K 0.12% 179

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Pinnacle Private Wealth's MS Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Morgan Stanley (MS) stake by 9% in Q2 2022, selling an estimated $26.4K and leaving 3,253 shares worth $247K. The position accounts for 0.1% of the portfolio, ranked #226.

Pinnacle Private Wealth first reported a position in MS in Q4 2021 and has held it in 3 quarters since. The position peaked at $386K in Q4 2021. 1,604 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Pinnacle Private Wealth held 3,253 shares of Morgan Stanley worth $247K as of Q2 2022.
  • Pinnacle Private Wealth sold 322 Morgan Stanley shares in Q2 2022, an estimated $26.4K.
  • Morgan Stanley made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #226 holding.
  • Pinnacle Private Wealth first reported a position in Morgan Stanley in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Morgan Stanley position peaked at $386K in Q4 2021.
  • 1,604 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.