SignalPoint Asset Management’s Morgan Stanley MS Stock Holding History

SignalPoint Asset 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
2024 Q4	$257K	Sell	2,047 -8	-0.4%	-$985	0.06%	217
2024 Q3	$214K	Buy	+2,055	New	+$207K	0.05%	253
2024 Q2	–	Sell	-2,147	Closed	-$202K	–	265
2024 Q1	$202K	Hold	2,147	–	–	0.06%	238
2023 Q4	$200K	Buy	+2,147	New	+$172K	0.06%	218
2022 Q1	–	Sell	-2,079	Closed	-$204K	–	241
2021 Q4	$204K	Hold	2,079	–	–	0.06%	229
2021 Q3	$202K	Buy	+2,079	New	+$206K	0.06%	218

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SignalPoint Asset Management's MS Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Morgan Stanley (MS) stake by 0.39% in Q4 2024, selling an estimated $985 and leaving 2,047 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #217.

SignalPoint Asset Management first reported a position in MS in Q3 2021 and has held it in 6 quarters since. 2,118 funds tracked by Wall St. Rank hold MS as of Q4 2024.

SignalPoint Asset Management held 2,047 shares of Morgan Stanley worth $257K as of Q4 2024.
SignalPoint Asset Management sold 8 Morgan Stanley shares in Q4 2024, an estimated $985.
Morgan Stanley made up 0.06% of SignalPoint Asset Management's portfolio in Q4 2024, its #217 holding.
SignalPoint Asset Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 6 quarters since.
2,118 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.