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Ropes Wealth Advisors’s Morgan Stanley MS Stock Holding History

Ropes Wealth 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
2023
Q3 		$390K Buy
4,781
+1,753
+58% +$152K 0.08% 183
2023
Q2 		$259K Buy
3,028
+373
+14% +$31.9K 0.04% 239
2023
Q1 		$233K Buy
+2,655
New +$248K 0.04% 248
2022
Q4 		– Sell
-2,649
Closed -$209K – 276
2022
Q3 		$209K Buy
+2,649
New +$223K 0.04% 239
2022
Q1 		– Sell
-3,638
Closed -$357K – 301
2021
Q4 		$357K Sell
3,638
-258
-7% -$25.7K 0.06% 200
2021
Q3 		$379K Buy
+3,896
New +$386K 0.06% 204
2021
Q1 		– Sell
-1,640
Closed -$112K – 578
2020
Q4 		$112K Buy
1,640
+640
+64% +$36.7K 0.02% 299
2020
Q3 		$48K Sell
1,000
-118
-11% -$5.94K 0.01% 341
2020
Q2 		$54K Buy
1,118
+118
+12% +$4.96K 0.01% 309
2020
Q1 		$34K Buy
1,000
+300
+43% +$14.1K 0.01% 315
2019
Q4 		$36K Sell
700
-650
-48% -$30.8K 0.01% 360
2019
Q3 		$58K Hold
1,350
– – 0.01% 325
2019
Q2 		$59K Hold
1,350
– – 0.01% 323
2019
Q1 		$57K Buy
1,350
+500
+59% +$21K 0.02% 315
2018
Q4 		$34K Hold
850
– – 0.01% 338
2018
Q3 		$40K Hold
850
– – 0.01% 352
2018
Q2 		$40K Hold
850
– – 0.01% 368
2018
Q1 		$46K Hold
850
– – 0.01% 338
2017
Q4 		$45K Hold
850
– – 0.01% 360
2017
Q3 		$41K Hold
850
– – 0.01% 353
2017
Q2 		$38K Sell
850
-8
-0.9% -$345 0.01% 357
2017
Q1 		$37K Buy
+858
New +$38.1K 0.01% 360
2016
Q3 		– Sell
-75
Closed -$2K – 480
2016
Q2 		$2K Buy
+75
New +$1.96K ﹤0.01% 455
2016
Q1 		– Sell
-19
Closed -$1K – 497
2015
Q4 		$1K Buy
+19
New +$631 ﹤0.01% 439

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ropes Wealth Advisors's MS Position: Q3 2023 in Review

Ropes Wealth Advisors increased its Morgan Stanley (MS) stake by 58% in Q3 2023, buying an estimated $152K and bringing the position to 4,781 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #183.

Ropes Wealth Advisors first reported a position in MS in Q4 2015 and has held it in 24 quarters since. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Ropes Wealth Advisors held 4,781 shares of Morgan Stanley worth $390K as of Q3 2023.
  • Ropes Wealth Advisors bought 1,753 Morgan Stanley shares in Q3 2023, an estimated $152K.
  • Morgan Stanley made up 0.08% of Ropes Wealth Advisors's portfolio in Q3 2023, its #183 holding.
  • Ropes Wealth Advisors first reported a position in Morgan Stanley in Q4 2015 and has held it in 24 quarters since.
  • 1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.