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PrairieView Partners’s Morgan Stanley MS Stock Holding History

PrairieView Partners’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
-107
Closed -$10K – 399
2023
Q4 		$10K Buy
107
+2
+2% +$160 ﹤0.01% 273
2023
Q3 		$8K Sell
105
-94
-47% -$8.16K ﹤0.01% 299
2023
Q2 		$17K Buy
199
+1
+0.5% +$86 ﹤0.01% 280
2023
Q1 		$17K Hold
198
– – ﹤0.01% 267
2022
Q4 		$16K Buy
198
+1
+0.5% +$85 ﹤0.01% 281
2022
Q3 		$16K Buy
197
+1
+0.5% +$84 ﹤0.01% 271
2022
Q2 		$15K Buy
196
+1
+0.5% +$82 ﹤0.01% 289
2022
Q1 		$17K Buy
+195
New +$18.8K ﹤0.01% 287

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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PrairieView Partners's MS Position: Q1 2024 in Review

PrairieView Partners sold out of Morgan Stanley (MS) in Q1 2024, closing a stake of 107 shares — an estimated $10K sold.

PrairieView Partners first reported a position in MS in Q1 2022 and held it in 8 quarters. The position peaked at $17K in Q2 2023. 1,793 funds tracked by Wall St. Rank hold MS as of Q1 2024.

  • PrairieView Partners reported no remaining Morgan Stanley position as of Q1 2024 after selling out during the quarter.
  • PrairieView Partners sold 107 Morgan Stanley shares in Q1 2024, an estimated $10K.
  • PrairieView Partners first reported a position in Morgan Stanley in Q1 2022 and held it in 8 quarters.
  • PrairieView Partners's Morgan Stanley position peaked at $17K in Q2 2023.
  • 1,793 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2024.

Based on PrairieView Partners's 13F filing for Q1 2024, filed 3 May 2024.