Precision Wealth Strategies’s Morgan Stanley MS Stock Holding History

Precision Wealth Strategies’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 Q4	–	Sell	-10,175	Closed	-$808K	–	123
2022 Q3	$808K	Sell	10,175 -890	-8%	-$75K	0.71%	24
2022 Q2	$830K	Buy	11,065 +982	+10%	+$80.4K	0.65%	26
2022 Q1	$881K	Buy	10,083 +1,477	+17%	+$142K	0.52%	37
2021 Q4	$845K	Buy	8,606 +1,067	+14%	+$106K	0.61%	34
2021 Q3	$734K	Buy	7,539 +3,252	+76%	+$322K	0.57%	31
2021 Q2	$393K	Buy	+4,287	New	+$368K	0.34%	54

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Precision Wealth Strategies's MS Position: Q4 2022 in Review

Precision Wealth Strategies sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 10,175 shares — an estimated $808K sold.

Precision Wealth Strategies first reported a position in MS in Q2 2021 and held it in 6 quarters. The position peaked at $881K in Q1 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

Precision Wealth Strategies reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
Precision Wealth Strategies sold 10,175 Morgan Stanley shares in Q4 2022, an estimated $808K.
Precision Wealth Strategies first reported a position in Morgan Stanley in Q2 2021 and held it in 6 quarters.
Precision Wealth Strategies's Morgan Stanley position peaked at $881K in Q1 2022.
1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Precision Wealth Strategies's 13F filing for Q4 2022, filed 7 Feb 2023.