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TD Ameritrade Investment Management’s Morgan Stanley MS Stock Holding History

TD Ameritrade Investment 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
Q3 		– Sell
-2,994
Closed -$256K – 306
2023
Q2 		$256K Sell
2,994
-445
-13% -$38.1K ﹤0.01% 150
2023
Q1 		$302K Sell
3,439
-791
-19% -$73.8K ﹤0.01% 146
2022
Q4 		$360K Sell
4,230
-1,778
-30% -$152K ﹤0.01% 155
2022
Q3 		$475K Sell
6,008
-1,529
-20% -$129K ﹤0.01% 143
2022
Q2 		$573K Sell
7,537
-2,727
-27% -$223K 0.01% 146
2022
Q1 		$897K Buy
10,264
+1,131
+12% +$109K 0.01% 143
2021
Q4 		$896K Sell
9,133
-1,864
-17% -$186K 0.01% 137
2021
Q3 		$532K Buy
10,997
+2,230
+25% +$221K ﹤0.01% 151
2021
Q2 		$804K Sell
8,767
-269
-3% -$23.1K 0.01% 133
2021
Q1 		$619K Hold
9,036
– – ﹤0.01% 137
2020
Q4 		$619K Sell
9,036
-1,961
-18% -$113K ﹤0.01% 137
2020
Q3 		$532K Sell
10,997
-770
-7% -$38.8K ﹤0.01% 151
2020
Q2 		$568K Buy
11,767
+8,555
+266% +$359K ﹤0.01% 151
2020
Q1 		$109K Buy
3,212
+631
+24% +$29.7K ﹤0.01% 231
2019
Q4 		$132K Buy
2,581
+9
+0.3% +$426 ﹤0.01% 225
2019
Q3 		$110K Buy
2,572
+1,231
+92% +$52.6K ﹤0.01% 206
2019
Q2 		$59K Buy
1,341
+703
+110% +$31.4K ﹤0.01% 243
2019
Q1 		$27K Buy
638
+144
+29% +$6.06K ﹤0.01% 294
2018
Q4 		$20K Buy
494
+73
+17% +$3.19K ﹤0.01% 304
2018
Q3 		$20K Buy
421
+186
+79% +$9.08K ﹤0.01% 282
2018
Q2 		$11K Buy
+235
New +$12.3K ﹤0.01% 230

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Ameritrade Investment Management's MS Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 2,994 shares — an estimated $256K sold.

TD Ameritrade Investment Management first reported a position in MS in Q2 2018 and held it in 21 quarters. The position peaked at $897K in Q1 2022. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,994 Morgan Stanley shares in Q3 2023, an estimated $256K.
  • TD Ameritrade Investment Management first reported a position in Morgan Stanley in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Morgan Stanley position peaked at $897K in Q1 2022.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.