SkyView Investment Advisors’s Morgan Stanley MS Stock Holding History

SkyView Investment Advisors’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 Q4	–	Sell	-49	Closed	-$4K	–	369
2023 Q3	$4K	Hold	49	–	–	﹤0.01%	415
2023 Q2	$4K	Buy	49 +18	+58%	+$1.54K	﹤0.01%	521
2023 Q1	$3K	Buy	+31	New	+$2.89K	﹤0.01%	522
2022 Q2	–	Sell	-2,849	Closed	-$240K	–	610
2022 Q1	$240K	Sell	2,849 -1,613	-36%	-$156K	0.06%	400
2021 Q4	$438K	Buy	4,462 +1,296	+41%	+$129K	0.1%	246
2021 Q3	$308K	Sell	3,166 -104	-3%	-$10.3K	0.09%	267
2021 Q2	$254K	Hold	3,270	–	–	0.12%	166
2021 Q1	$254K	Sell	3,270 -261	-7%	-$20K	0.11%	174
2020 Q4	$242K	Buy	+3,531	New	+$203K	0.11%	176

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SkyView Investment Advisors's MS Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 49 shares — an estimated $4K sold.

SkyView Investment Advisors first reported a position in MS in Q4 2020 and held it in 9 quarters. The position peaked at $438K in Q4 2021. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

SkyView Investment Advisors reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
SkyView Investment Advisors sold 49 Morgan Stanley shares in Q4 2023, an estimated $4K.
SkyView Investment Advisors first reported a position in Morgan Stanley in Q4 2020 and held it in 9 quarters.
SkyView Investment Advisors's Morgan Stanley position peaked at $438K in Q4 2021.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.