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RE Dickinson Investment Advisors’s Morgan Stanley MS Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$17.3K Buy
138
+1
+0.7% +$123 0.01% 144
2024
Q3 		$14.3K Buy
+137
New +$13.8K 0.01% 150

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RE Dickinson Investment Advisors's MS Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Morgan Stanley (MS) stake by 0.73% in Q4 2024, buying an estimated $123 and bringing the position to 138 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #144.

RE Dickinson Investment Advisors first reported a position in MS in Q3 2024 and has held it in 2 quarters since. 2,119 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • RE Dickinson Investment Advisors held 138 shares of Morgan Stanley worth $17.3K as of Q4 2024.
  • RE Dickinson Investment Advisors bought 1 Morgan Stanley share in Q4 2024, an estimated $123.
  • Morgan Stanley made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #144 holding.
  • RE Dickinson Investment Advisors first reported a position in Morgan Stanley in Q3 2024 and has held it in 2 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.