TFP
MS icon

Tilia Fiduciary Partners’s Morgan Stanley MS Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-963
Closed -$82.2K – 328
2023
Q2 		$82.2K Hold
963
– – 0.07% 153
2023
Q1 		$84.6K Sell
963
-53
-5% -$4.95K 0.08% 155
2022
Q4 		$86.4K Sell
1,016
-75
-7% -$6.39K 0.08% 153
2022
Q3 		$84K Hold
1,091
– – 0.08% 148
2022
Q2 		$83K Buy
1,091
+250
+30% +$20.5K 0.08% 155
2022
Q1 		$74K Hold
841
– – 0.06% 181
2021
Q4 		$83K Buy
+841
New +$83.8K 0.07% 171

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

Tilia Fiduciary Partners's MS Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 963 shares — an estimated $82.2K sold.

Tilia Fiduciary Partners first reported a position in MS in Q4 2021 and held it in 7 quarters. The position peaked at $86.4K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 963 Morgan Stanley shares in Q3 2023, an estimated $82.2K.
  • Tilia Fiduciary Partners first reported a position in Morgan Stanley in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Morgan Stanley position peaked at $86.4K in Q4 2022.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.