Siena Capital’s Morgan Stanley MS Stock Holding History

Siena Capital’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	-408	Closed	-$31K	–	231
2022 Q2	$31K	Hold	408	–	–	0.02%	91
2022 Q1	$36K	Buy	+408	New	+$39.4K	0.02%	101

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

Siena Capital's MS Position: Q3 2022 in Review

Siena Capital sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 408 shares — an estimated $31K sold.

Siena Capital first reported a position in MS in Q1 2022 and held it in 2 quarters. The position peaked at $36K in Q1 2022. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Siena Capital reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
Siena Capital sold 408 Morgan Stanley shares in Q3 2022, an estimated $31K.
Siena Capital first reported a position in Morgan Stanley in Q1 2022 and held it in 2 quarters.
Siena Capital's Morgan Stanley position peaked at $36K in Q1 2022.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.