TBH Global Asset Management’s Morgan Stanley MS Stock Holding History

TBH Global Asset Management’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	-34,103	Closed	-$2.9M	–	212
2022 Q4	$2.9M	Sell	34,103 -3,413	-9%	-$291K	0.7%	29
2022 Q3	$2.97M	Sell	37,516 -996	-3%	-$84K	0.76%	29
2022 Q2	$2.93M	Sell	38,512 -164	-0.4%	-$13.4K	0.69%	34
2022 Q1	$3.38M	Sell	38,676 -381	-1%	-$36.8K	0.72%	32
2021 Q4	$3.83M	Buy	39,057 +97	+0.2%	+$9.66K	0.79%	27
2021 Q3	$3.79M	Buy	38,960 +2,802	+8%	+$278K	0.88%	27
2021 Q2	$3.32M	Buy	+36,158	New	+$3.1M	0.76%	31

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

TBH Global Asset Management's MS Position: Q1 2023 in Review

TBH Global Asset Management sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 34,103 shares — an estimated $2.9M sold.

TBH Global Asset Management first reported a position in MS in Q2 2021 and held it in 7 quarters. The position peaked at $3.83M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

TBH Global Asset Management reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
TBH Global Asset Management sold 34,103 Morgan Stanley shares in Q1 2023, an estimated $2.9M.
TBH Global Asset Management first reported a position in Morgan Stanley in Q2 2021 and held it in 7 quarters.
TBH Global Asset Management's Morgan Stanley position peaked at $3.83M in Q4 2021.
1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on TBH Global Asset Management's 13F filing for Q1 2023, filed 9 May 2023.