TWP
MS icon

TFO Wealth Partners’s Morgan Stanley MS Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-12
Closed -$1.13K – 500
2024
Q1 		$1.13K Hold
12
– – ﹤0.01% 146
2023
Q4 		$1.12K Sell
12
-2
-14% -$160 ﹤0.01% 182
2023
Q3 		$1.2K Buy
14
+2
+17% +$174 ﹤0.01% 254
2023
Q2 		$1.02K Hold
12
– – ﹤0.01% 205
2023
Q1 		$1.05K Buy
12
+11
+1,100% +$1.03K ﹤0.01% 167
2022
Q4 		$88 Buy
+1
New +$85 ﹤0.01% 797
2022
Q3 		– Sell
-113
Closed -$9K – 356
2022
Q2 		$9K Buy
+113
New +$9.26K ﹤0.01% 142
2020
Q1 		– Sell
-500
Closed -$25K – 157
2019
Q4 		$25K Buy
+500
New +$23.7K 0.02% 86

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return