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RPO LLC’s Morgan Stanley MS Stock Holding History

RPO LLC’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
2024
Q4 		– Sell
-9,871
Closed -$1.22M – 82
2024
Q3 		$1.03M Sell
9,871
-10,500
-52% -$1.06M 0.82% 18
2024
Q2 		$1.98M Buy
+20,371
New +$1.94M 1.6% 17
2023
Q1 		– Sell
-32,900
Closed -$2.8M – 156
2022
Q4 		$2.8M Sell
32,900
-16,677
-34% -$1.42M 0.96% 34
2022
Q3 		$3.92M Sell
49,577
-6,000
-11% -$506K 0.95% 35
2022
Q2 		$4.23M Buy
+55,577
New +$4.55M 1.06% 40
2022
Q1 		– Sell
-3,100
Closed -$304K – 165
2021
Q4 		$304K Buy
+3,100
New +$309K 0.09% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RPO LLC's MS Position: Q4 2024 in Review

RPO LLC sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 9,871 shares — an estimated $1.22M sold.

RPO LLC first reported a position in MS in Q4 2021 and held it in 6 quarters. The position peaked at $4.23M in Q2 2022. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • RPO LLC reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • RPO LLC sold 9,871 Morgan Stanley shares in Q4 2024, an estimated $1.22M.
  • RPO LLC first reported a position in Morgan Stanley in Q4 2021 and held it in 6 quarters.
  • RPO LLC's Morgan Stanley position peaked at $4.23M in Q2 2022.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on RPO LLC's 13F filing for Q4 2024, filed 12 Feb 2025.