RCG
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Resource Consulting Group’s Morgan Stanley MS Stock Holding History

Resource Consulting Group’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
Q3 		– Sell
-7,356
Closed -$559K – 64
2022
Q2 		$559K Hold
7,356
– – 0.24% 30
2022
Q1 		$643K Hold
7,356
– – 0.22% 42
2021
Q4 		$722K Buy
+7,356
New +$733K 0.26% 34

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Resource Consulting Group's MS Position: Q3 2022 in Review

Resource Consulting Group sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 7,356 shares — an estimated $559K sold.

Resource Consulting Group first reported a position in MS in Q4 2021 and held it in 3 quarters. The position peaked at $722K in Q4 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Resource Consulting Group reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • Resource Consulting Group sold 7,356 Morgan Stanley shares in Q3 2022, an estimated $559K.
  • Resource Consulting Group first reported a position in Morgan Stanley in Q4 2021 and held it in 3 quarters.
  • Resource Consulting Group's Morgan Stanley position peaked at $722K in Q4 2021.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Resource Consulting Group's 13F filing for Q3 2022, filed 14 Oct 2022.