Sutton Wealth Advisors’s Morgan Stanley MS Stock Holding History

Sutton Wealth 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 Q3	$194K	Buy	2,377 +61	+3%	+$5.3K	0.1%	111
2023 Q2	$198K	Buy	2,316 +495	+27%	+$42.3K	0.1%	110
2023 Q1	$160K	Sell	1,821 -19	-1%	-$1.77K	0.09%	122
2022 Q4	$156K	Hold	1,840	–	–	0.06%	199
2022 Q3	$145K	Buy	1,840 +476	+35%	+$40.1K	0.06%	202
2022 Q2	$104K	Buy	1,364 +236	+21%	+$19.3K	0.04%	236
2022 Q1	$98.6K	Buy	1,128 +247	+28%	+$23.8K	0.03%	252
2021 Q4	$86.5K	Buy	881 +12	+1%	+$1.2K	0.03%	289
2021 Q3	$84.6K	Hold	869	–	–	0.03%	272
2021 Q2	$79.7K	Buy	869 +60	+7%	+$5.14K	0.03%	285
2021 Q1	$62.8K	Buy	809 +3	+0.4%	+$230	0.02%	333
2020 Q4	$55.2K	Buy	806 +39	+5%	+$2.24K	0.02%	333
2020 Q3	$37.1K	Buy	767 +31	+4%	+$1.56K	0.02%	370
2020 Q2	$35.5K	Sell	736 -37	-5%	-$1.55K	0.02%	380
2020 Q1	$26.3K	Buy	773 +66	+9%	+$3.11K	0.02%	399
2019 Q4	$36.1K	Hold	707	–	–	0.02%	404
2019 Q3	$30.2K	Hold	707	–	–	0.02%	444
2019 Q2	$31K	Hold	707	–	–	0.02%	443
2019 Q1	$29.8K	Hold	707	–	–	0.02%	443
2018 Q4	$28K	Buy	707 +10	+1%	+$436	0.02%	420
2018 Q3	$32.5K	Hold	697	–	–	0.02%	411
2018 Q2	$33K	Hold	697	–	–	0.02%	399
2018 Q1	$37.6K	Buy	697 +130	+23%	+$7.2K	0.03%	351
2017 Q4	$29.8K	Hold	567	–	–	0.02%	413
2017 Q3	$27.3K	Hold	567	–	–	0.02%	437
2017 Q2	$25.3K	Hold	567	–	–	0.02%	450
2017 Q1	$24.3K	Hold	567	–	–	0.02%	441
2016 Q4	$24K	Hold	567	–	–	0.02%	442
2016 Q3	$18.2K	Hold	567	–	–	0.02%	485
2016 Q2	$14.7K	Buy	567 +4	+0.7%	+$105	0.01%	527
2016 Q1	$14.1K	Buy	+563	New	+$14.4K	0.01%	530

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sutton Wealth Advisors's MS Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Morgan Stanley (MS) stake by 2.6% in Q3 2023, buying an estimated $5.3K and bringing the position to 2,377 shares worth $194K. The position accounts for 0.1% of the portfolio, ranked #111.

Sutton Wealth Advisors first reported a position in MS in Q1 2016 and has held it in 31 quarters since. The position peaked at $198K in Q2 2023. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

Sutton Wealth Advisors held 2,377 shares of Morgan Stanley worth $194K as of Q3 2023.
Sutton Wealth Advisors bought 61 Morgan Stanley shares in Q3 2023, an estimated $5.3K.
Morgan Stanley made up 0.1% of Sutton Wealth Advisors's portfolio in Q3 2023, its #111 holding.
Sutton Wealth Advisors first reported a position in Morgan Stanley in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Morgan Stanley position peaked at $198K in Q2 2023.
1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.