TCWP’s Morgan Stanley MS Stock Holding History

TCWP’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 Q2	–	Sell	-1,158	Closed	-$101K	–	1176
2022 Q1	$101K	Buy	+1,158	New	+$112K	0.02%	347

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCWP's MS Position: Q2 2022 in Review

TCWP sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 1,158 shares — an estimated $101K sold.

TCWP first reported a position in MS in Q1 2022 and held it in 1 quarter. The position peaked at $101K in Q1 2022. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

TCWP reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,158 Morgan Stanley shares in Q2 2022, an estimated $101K.
TCWP first reported a position in Morgan Stanley in Q1 2022 and held it in 1 quarter.
TCWP's Morgan Stanley position peaked at $101K in Q1 2022.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.