Stuart Chaussee & Associates’s Morgan Stanley MS Stock Holding History

Stuart Chaussee & Associates’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 Q1	–	Sell	-167	Closed	-$14.2K	–	143
2022 Q4	$14.2K	Hold	167	–	–	0.01%	85
2022 Q3	$13K	Hold	167	–	–	0.03%	79
2022 Q2	$13K	Hold	167	–	–	0.03%	85
2022 Q1	$15K	Hold	167	–	–	0.01%	98
2021 Q4	$16K	Hold	167	–	–	0.01%	94
2021 Q3	$16K	Hold	167	–	–	0.02%	80
2021 Q2	$15K	Hold	167	–	–	0.01%	91
2021 Q1	$13K	Buy	+167	New	+$12.8K	0.01%	109
2019 Q4	–	Sell	-384	Closed	-$16K	–	132
2019 Q3	$16K	Hold	384	–	–	0.01%	69
2019 Q2	$17K	Hold	384	–	–	0.01%	69
2019 Q1	$16K	Hold	384	–	–	0.01%	69
2018 Q4	$15K	Hold	384	–	–	0.01%	53
2018 Q3	$18K	Hold	384	–	–	0.01%	71
2018 Q2	$18K	Buy	+384	New	+$20.1K	0.01%	73
2018 Q1	–	Sell	-384	Closed	-$20K	–	112
2017 Q4	$20K	Hold	384	–	–	0.01%	55
2017 Q3	$19K	Hold	384	–	–	0.01%	54
2017 Q2	$17K	Hold	384	–	–	0.01%	49
2017 Q1	$16K	Buy	+384	New	+$17K	0.02%	52

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Stuart Chaussee & Associates's MS Position: Q1 2023 in Review

Stuart Chaussee & Associates sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 167 shares — an estimated $14.2K sold.

Stuart Chaussee & Associates first reported a position in MS in Q1 2017 and held it in 18 quarters. The position peaked at $20K in Q4 2017. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

Stuart Chaussee & Associates reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
Stuart Chaussee & Associates sold 167 Morgan Stanley shares in Q1 2023, an estimated $14.2K.
Stuart Chaussee & Associates first reported a position in Morgan Stanley in Q1 2017 and held it in 18 quarters.
Stuart Chaussee & Associates's Morgan Stanley position peaked at $20K in Q4 2017.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2023, filed 8 May 2023.