Sendero Wealth Management’s Morgan Stanley MS Stock Holding History

Sendero 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
2023 Q2	–	Sell	-5,499	Closed	-$483K	–	153
2023 Q1	$483K	Sell	5,499 -2,055	-27%	-$192K	0.15%	69
2022 Q4	$642K	Sell	7,554 -1,026	-12%	-$87.4K	0.23%	68
2022 Q3	$678K	Buy	8,580 +2,263	+36%	+$191K	0.28%	56
2022 Q2	$480K	Buy	6,317 +2,674	+73%	+$219K	0.46%	52
2022 Q1	$318K	Sell	3,643 -1,311	-26%	-$126K	0.15%	72
2021 Q4	$486K	Buy	+4,954	New	+$493K	0.22%	57

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sendero Wealth Management's MS Position: Q2 2023 in Review

Sendero Wealth Management sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 5,499 shares — an estimated $483K sold.

Sendero Wealth Management first reported a position in MS in Q4 2021 and held it in 6 quarters. The position peaked at $678K in Q3 2022. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Sendero Wealth Management reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
Sendero Wealth Management sold 5,499 Morgan Stanley shares in Q2 2023, an estimated $483K.
Sendero Wealth Management first reported a position in Morgan Stanley in Q4 2021 and held it in 6 quarters.
Sendero Wealth Management's Morgan Stanley position peaked at $678K in Q3 2022.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Sendero Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.