PFA
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Professional Financial Advisors’s Morgan Stanley MS Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-601
Closed -$47K – 315
2022
Q3 		$47K Hold
601
– – 0.03% 145
2022
Q2 		$46K Hold
601
– – 0.03% 152
2022
Q1 		$53K Hold
601
– – 0.02% 141
2021
Q4 		$59K Hold
601
– – 0.03% 157
2021
Q3 		$58K Hold
601
– – 0.03% 133
2021
Q2 		$54K Buy
601
+76
+14% +$6.52K 0.03% 139
2021
Q1 		$41K Hold
525
– – 0.03% 141
2020
Q4 		$36K Hold
525
– – 0.03% 145
2020
Q3 		$25K Buy
+525
New +$26.4K 0.02% 151

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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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