Round Table Services’s Morgan Stanley MS Stock Holding History

Round Table Services’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	$387K	Buy	4,893 +14	+0.3%	+$1.18K	0.08%	92
2022 Q2	$371K	Buy	4,879 +1,779	+57%	+$146K	0.07%	94
2022 Q1	$271K	Sell	3,100 -220	-7%	-$21.2K	0.05%	136
2021 Q4	$326K	Sell	3,320 -150	-4%	-$14.9K	0.06%	107
2021 Q3	$338K	Buy	3,470 +370	+12%	+$36.7K	0.07%	90
2021 Q2	$284K	Hold	3,100	–	–	0.06%	95
2021 Q1	$241K	Buy	+3,100	New	+$238K	0.06%	100

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Round Table Services's MS Position: Q3 2022 in Review

Round Table Services increased its Morgan Stanley (MS) stake by 0.29% in Q3 2022, buying an estimated $1.18K and bringing the position to 4,893 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #92.

Round Table Services first reported a position in MS in Q1 2021 and has held it in 7 quarters since. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Round Table Services held 4,893 shares of Morgan Stanley worth $387K as of Q3 2022.
Round Table Services bought 14 Morgan Stanley shares in Q3 2022, an estimated $1.18K.
Morgan Stanley made up 0.08% of Round Table Services's portfolio in Q3 2022, its #92 holding.
Round Table Services first reported a position in Morgan Stanley in Q1 2021 and has held it in 7 quarters since.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.