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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 – 499
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TFO Wealth Partners's MS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 12 shares — an estimated $1.13K sold.

TFO Wealth Partners first reported a position in MS in Q4 2019 and held it in 8 quarters. The position peaked at $25K in Q4 2019. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 12 Morgan Stanley shares in Q2 2024, an estimated $1.13K.
  • TFO Wealth Partners first reported a position in Morgan Stanley in Q4 2019 and held it in 8 quarters.
  • TFO Wealth Partners's Morgan Stanley position peaked at $25K in Q4 2019.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.