Stokes Family Office’s Morgan Stanley MS Stock Holding History

Stokes Family Office’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 Q1	–	Sell	-2,202	Closed	-$216K	–	273
2021 Q4	$216K	Buy	+2,202	New	+$219K	0.03%	230

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Stokes Family Office's MS Position: Q1 2022 in Review

Stokes Family Office sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 2,202 shares — an estimated $216K sold.

Stokes Family Office first reported a position in MS in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

Stokes Family Office reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
Stokes Family Office sold 2,202 Morgan Stanley shares in Q1 2022, an estimated $216K.
Stokes Family Office first reported a position in Morgan Stanley in Q4 2021 and held it in 1 quarter.
Stokes Family Office's Morgan Stanley position peaked at $216K in Q4 2021.
1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Stokes Family Office's 13F filing for Q1 2022, filed 16 May 2022.