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SYSTM Wealth Solutions’s Morgan Stanley MS Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-26,625
Closed -$2.59M – 430
2024
Q2 		$2.59M Sell
26,625
-6,872
-21% -$654K 0.58% 59
2024
Q1 		$3.15M Buy
33,497
+4,107
+14% +$362K 0.4% 70
2023
Q4 		$2.74M Buy
29,390
+176
+0.6% +$14.1K 0.38% 72
2023
Q3 		$2.39M Buy
29,214
+8,450
+41% +$734K 0.37% 67
2023
Q2 		$1.77M Buy
20,764
+8,662
+72% +$741K 0.24% 116
2023
Q1 		$1.06M Sell
12,102
-1,766
-13% -$165K 0.16% 165
2022
Q4 		$1.18M Buy
+13,868
New +$1.18M 0.15% 181

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SYSTM Wealth Solutions's MS Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 26,625 shares — an estimated $2.59M sold.

SYSTM Wealth Solutions first reported a position in MS in Q4 2022 and held it in 7 quarters. The position peaked at $3.15M in Q1 2024. 1,866 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 26,625 Morgan Stanley shares in Q3 2024, an estimated $2.59M.
  • SYSTM Wealth Solutions first reported a position in Morgan Stanley in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Morgan Stanley position peaked at $3.15M in Q1 2024.
  • 1,866 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.