TC
MS icon

Tatro Capital’s Morgan Stanley MS Stock Holding History

Tatro Capital’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 		$257K Buy
2,942
+180
+7% +$17.4K 0.19% 68
2021
Q4 		$271K Buy
2,762
+215
+8% +$21.4K 0.19% 72
2021
Q3 		$248K Sell
2,547
-57
-2% -$5.65K 0.19% 76
2021
Q2 		$239K Sell
2,604
-2,335
-47% -$200K 0.16% 97
2021
Q1 		$384K Sell
4,939
-3,501
-41% -$268K 0.3% 56
2020
Q4 		$578K Buy
+8,440
New +$484K 0.54% 34

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tatro Capital's MS Position: Q1 2022 in Review

Tatro Capital increased its Morgan Stanley (MS) stake by 6.5% in Q1 2022, buying an estimated $17.4K and bringing the position to 2,942 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #68.

Tatro Capital first reported a position in MS in Q4 2020 and has held it in 6 quarters since. The position peaked at $578K in Q4 2020. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • Tatro Capital held 2,942 shares of Morgan Stanley worth $257K as of Q1 2022.
  • Tatro Capital bought 180 Morgan Stanley shares in Q1 2022, an estimated $17.4K.
  • Morgan Stanley made up 0.19% of Tatro Capital's portfolio in Q1 2022, its #68 holding.
  • Tatro Capital first reported a position in Morgan Stanley in Q4 2020 and has held it in 6 quarters since.
  • Tatro Capital's Morgan Stanley position peaked at $578K in Q4 2020.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Tatro Capital's 13F filing for Q1 2022, filed 13 May 2022.