Polaris Wealth Advisory Group’s Morgan Stanley MS Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$3.41M	Sell	41,767 -134,607	-76%	-$11.7M	0.26%	90
2023 Q2	$15.1M	Sell	176,374 -613	-0.3%	-$52.4K	1.14%	28
2023 Q1	$15.5M	Sell	176,987 -9,608	-5%	-$897K	1.15%	28
2022 Q4	$16.7M	Sell	186,595 -145,259	-44%	-$12.4M	1.24%	26
2022 Q3	$26M	Sell	331,854 -10,269	-3%	-$866K	2.16%	13
2022 Q2	$26M	Buy	+342,123	New	+$28M	2.08%	21
2019 Q2	–	Sell	-5,386	Closed	-$234K	–	165
2019 Q1	$234K	Hold	5,386	–	–	0.02%	144
2018 Q4	$214K	Hold	5,386	–	–	0.02%	139
2018 Q3	$251K	Sell	5,386 -494,822	-99%	-$24.2M	0.02%	141
2018 Q2	$27M	Sell	500,208 -218	-0%	-$11.4K	2.28%	13
2018 Q1	$27M	Buy	500,426 +28,971	+6%	+$1.6M	2.2%	13
2017 Q4	$24.7M	Buy	471,455 +21,504	+5%	+$1.09M	2.03%	10
2017 Q3	$21.7M	Buy	449,951 +6,574	+1%	+$305K	1.91%	14
2017 Q2	$19.8M	Buy	+443,377	New	+$19.1M	2.25%	18

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polaris Wealth Advisory Group's MS Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Morgan Stanley (MS) stake by 76% in Q3 2023, selling an estimated $11.7M and leaving 41,767 shares worth $3.41M. The position accounts for 0.26% of the portfolio, ranked #90.

Polaris Wealth Advisory Group first reported a position in MS in Q2 2017 and has held it in 14 quarters since. The position peaked at $27M in Q1 2018. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Polaris Wealth Advisory Group held 41,767 shares of Morgan Stanley worth $3.41M as of Q3 2023.
Polaris Wealth Advisory Group sold 134,607 Morgan Stanley shares in Q3 2023, an estimated $11.7M.
Morgan Stanley made up 0.26% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #90 holding.
Polaris Wealth Advisory Group first reported a position in Morgan Stanley in Q2 2017 and has held it in 14 quarters since.
Polaris Wealth Advisory Group's Morgan Stanley position peaked at $27M in Q1 2018.
1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.