SAM
MS icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return