Platte River Wealth Advisors’s Morgan Stanley MS Stock Holding History

Platte River Wealth 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
2024 Q1	–	Sell	-2,655	Closed	-$248K	–	95
2023 Q4	$248K	Sell	2,655 -1,340	-34%	-$107K	0.08%	88
2023 Q3	$326K	Buy	3,995 +132	+3%	+$11.5K	0.12%	77
2023 Q2	$330K	Hold	3,863	–	–	0.12%	76
2023 Q1	$339K	Sell	3,863 -67	-2%	-$6.25K	0.13%	72
2022 Q4	$334K	Hold	3,930	–	–	0.14%	71
2022 Q3	$311K	Hold	3,930	–	–	0.14%	71
2022 Q2	$299K	Sell	3,930 -2,950	-43%	-$242K	0.13%	72
2022 Q1	$601K	Sell	6,880 -530	-7%	-$51.1K	0.22%	58
2021 Q4	$785K	Buy	7,410 +1,010	+16%	+$101K	0.27%	57
2021 Q3	$623K	Buy	6,400 +395	+7%	+$39.1K	0.23%	59
2021 Q2	$551K	Buy	6,005 +2,180	+57%	+$187K	0.21%	65
2021 Q1	$307K	Buy	+3,825	New	+$293K	0.13%	75
2019 Q4	$662K	Buy	+12,665	New	+$599K	0.35%	86

Other funds holding MS

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Platte River Wealth Advisors's MS Position: Q1 2024 in Review

Platte River Wealth Advisors sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 2,655 shares — an estimated $248K sold.

Platte River Wealth Advisors first reported a position in MS in Q4 2019 and held it in 13 quarters. The position peaked at $785K in Q4 2021. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

Platte River Wealth Advisors reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
Platte River Wealth Advisors sold 2,655 Morgan Stanley shares in Q1 2024, an estimated $248K.
Platte River Wealth Advisors first reported a position in Morgan Stanley in Q4 2019 and held it in 13 quarters.
Platte River Wealth Advisors's Morgan Stanley position peaked at $785K in Q4 2021.
1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on Platte River Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.