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Retirement Group’s Morgan Stanley MS Stock Holding History

Retirement 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
2023
Q3 		– Sell
-58
Closed -$4.95K – 814
2023
Q2 		$4.95K Hold
58
– – ﹤0.01% 508
2023
Q1 		$5K Buy
+58
New +$5.41K ﹤0.01% 494
2020
Q4 		– Sell
-187
Closed -$9K – 711
2020
Q3 		$9K Buy
187
+1
+0.5% +$50 0.01% 429
2020
Q2 		$9K Buy
+186
New +$7.81K 0.01% 396
2019
Q4 		$9K Buy
+183
New +$8.66K 0.01% 395

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Retirement Group's MS Position: Q3 2023 in Review

Retirement Group sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 58 shares — an estimated $4.95K sold.

Retirement Group first reported a position in MS in Q4 2019 and held it in 5 quarters. The position peaked at $9K in Q3 2020. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Retirement Group reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Retirement Group sold 58 Morgan Stanley shares in Q3 2023, an estimated $4.95K.
  • Retirement Group first reported a position in Morgan Stanley in Q4 2019 and held it in 5 quarters.
  • Retirement Group's Morgan Stanley position peaked at $9K in Q3 2020.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Retirement Group's 13F filing for Q3 2023, filed 6 Nov 2023.