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Sageworth Trust Company of South Dakota’s Morgan Stanley MS Stock Holding History

Sageworth Trust Company of South Dakota’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
-53
Closed -$4K – 485
2022
Q2 		$4K Hold
53
– – 0.01% 256
2022
Q1 		$5K Sell
53
-247
-82% -$23.8K 0.01% 294
2021
Q4 		$29K Buy
+300
New +$29.9K 0.04% 170

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Sageworth Trust Company of South Dakota's MS Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 53 shares — an estimated $4K sold.

Sageworth Trust Company of South Dakota first reported a position in MS in Q4 2021 and held it in 3 quarters. The position peaked at $29K in Q4 2021. 1,583 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 53 Morgan Stanley shares in Q3 2022, an estimated $4K.
  • Sageworth Trust Company of South Dakota first reported a position in Morgan Stanley in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Morgan Stanley position peaked at $29K in Q4 2021.
  • 1,583 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.