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REDW Wealth’s Morgan Stanley MS Stock Holding History

REDW Wealth’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
2023
Q2 		– Sell
-2,433
Closed -$214K – 149
2023
Q1 		$214K Hold
2,433
– – 0.07% 136
2022
Q4 		$207K Buy
+2,433
New +$207K 0.07% 129
2022
Q2 		– Sell
-2,433
Closed -$213K – 128
2022
Q1 		$213K Hold
2,433
– – 0.06% 114
2021
Q4 		$239K Hold
2,433
– – 0.07% 108
2021
Q3 		$237K Hold
2,433
– – 0.08% 102
2021
Q2 		$223K Buy
+2,433
New +$209K 0.07% 110

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

REDW Wealth's MS Position: Q2 2023 in Review

REDW Wealth sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 2,433 shares — an estimated $214K sold.

REDW Wealth first reported a position in MS in Q2 2021 and held it in 6 quarters. The position peaked at $239K in Q4 2021. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • REDW Wealth reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
  • REDW Wealth sold 2,433 Morgan Stanley shares in Q2 2023, an estimated $214K.
  • REDW Wealth first reported a position in Morgan Stanley in Q2 2021 and held it in 6 quarters.
  • REDW Wealth's Morgan Stanley position peaked at $239K in Q4 2021.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on REDW Wealth's 13F filing for Q2 2023, filed 4 Aug 2023.