Ten Capital Wealth Advisors’s Morgan Stanley MS Stock Holding History

Ten Capital Wealth Advisors’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 Q2	$120K	Sell	1,410 -65	-4%	-$5.56K	0.03%	177
2023 Q1	$130K	Hold	1,475	–	–	0.04%	142
2022 Q4	$125K	Buy	1,475 +474	+47%	+$40.4K	0.05%	119
2022 Q3	$79K	Buy	1,001 +378	+61%	+$31.9K	0.04%	130
2022 Q2	$47K	Hold	623	–	–	0.02%	152
2022 Q1	$54K	Hold	623	–	–	0.02%	144
2021 Q4	$61K	Buy	623 +150	+32%	+$14.9K	0.02%	118
2021 Q3	$46K	Hold	473	–	–	0.02%	136
2021 Q2	$43K	Buy	473 +194	+70%	+$16.6K	0.01%	193
2021 Q1	$21K	Hold	279	–	–	0.01%	219
2020 Q4	$19K	Buy	+279	New	+$16K	0.01%	217

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ten Capital Wealth Advisors's MS Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its Morgan Stanley (MS) stake by 4.4% in Q2 2023, selling an estimated $5.56K and leaving 1,410 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #177.

Ten Capital Wealth Advisors first reported a position in MS in Q4 2020 and has held it in 11 quarters since. The position peaked at $130K in Q1 2023. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Ten Capital Wealth Advisors held 1,410 shares of Morgan Stanley worth $120K as of Q2 2023.
Ten Capital Wealth Advisors sold 65 Morgan Stanley shares in Q2 2023, an estimated $5.56K.
Morgan Stanley made up 0.03% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #177 holding.
Ten Capital Wealth Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Morgan Stanley position peaked at $130K in Q1 2023.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.