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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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Professional Financial Advisors's MS Position: Q4 2022 in Review

Professional Financial Advisors sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 601 shares — an estimated $47K sold.

Professional Financial Advisors first reported a position in MS in Q3 2020 and held it in 9 quarters. The position peaked at $59K in Q4 2021. 1,677 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Professional Financial Advisors reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 601 Morgan Stanley shares in Q4 2022, an estimated $47K.
  • Professional Financial Advisors first reported a position in Morgan Stanley in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Morgan Stanley position peaked at $59K in Q4 2021.
  • 1,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.