SWM
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Selective Wealth Management’s Morgan Stanley MS Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-978
Closed -$77K – 493
2022
Q3 		$77K Hold
978
– – 0.03% 242
2022
Q2 		$74K Sell
978
-300
-23% -$24.6K 0.03% 263
2022
Q1 		$112K Hold
1,278
– – 0.04% 194
2021
Q4 		$125K Sell
1,278
-950
-43% -$94.6K 0.05% 173
2021
Q3 		$217K Buy
2,228
+1,928
+643% +$191K 0.12% 101
2021
Q2 		$28K Buy
+300
New +$25.7K 0.02% 249

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's MS Position: Q4 2022 in Review

Selective Wealth Management sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 978 shares — an estimated $77K sold.

Selective Wealth Management first reported a position in MS in Q2 2021 and held it in 6 quarters. The position peaked at $217K in Q3 2021. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Selective Wealth Management reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 978 Morgan Stanley shares in Q4 2022, an estimated $77K.
  • Selective Wealth Management first reported a position in Morgan Stanley in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Morgan Stanley position peaked at $217K in Q3 2021.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.