Prio Wealth Limited Partnership’s Morgan Stanley MS Stock Holding History

Prio Wealth Limited Partnership’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 Q3	$601K	Hold	5,764	–	–	0.02%	181
2024 Q2	$560K	Sell	5,764 -668	-10%	-$63.6K	0.02%	185
2024 Q1	$606K	Sell	6,432 -676	-10%	-$59.5K	0.02%	183
2023 Q4	$663K	Sell	7,108 -103	-1%	-$8.24K	0.02%	171
2023 Q3	$589K	Buy	7,211 +529	+8%	+$45.9K	0.02%	172
2023 Q2	$571K	Sell	6,682 -50	-0.7%	-$4.28K	0.02%	179
2023 Q1	$591K	Hold	6,732	–	–	0.02%	175
2022 Q4	$572K	Sell	6,732 -597	-8%	-$50.9K	0.02%	176
2022 Q3	$579K	Hold	7,329	–	–	0.02%	171
2022 Q2	$557K	Sell	7,329 -722	-9%	-$59.1K	0.02%	176
2022 Q1	$704K	Buy	8,051 +411	+5%	+$39.7K	0.02%	164
2021 Q4	$750K	Sell	7,640 -169	-2%	-$16.8K	0.02%	163
2021 Q3	$760K	Sell	7,809 -338	-4%	-$33.5K	0.03%	161
2021 Q2	$747K	Sell	8,147 -520	-6%	-$44.6K	0.03%	162
2021 Q1	$673K	Buy	+8,667	New	+$664K	0.02%	163

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

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

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

Prio Wealth Limited Partnership's MS Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Morgan Stanley (MS) position steady in Q3 2024 at 5,764 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #181.

Prio Wealth Limited Partnership first reported a position in MS in Q1 2021 and has held it in 15 quarters since. The position peaked at $760K in Q3 2021. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

Prio Wealth Limited Partnership held 5,764 shares of Morgan Stanley worth $601K as of Q3 2024.
Prio Wealth Limited Partnership left its Morgan Stanley share count unchanged in Q3 2024.
Morgan Stanley made up 0.02% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #181 holding.
Prio Wealth Limited Partnership first reported a position in Morgan Stanley in Q1 2021 and has held it in 15 quarters since.
Prio Wealth Limited Partnership's Morgan Stanley position peaked at $760K in Q3 2021.
1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.