TimeScale Financial’s Morgan Stanley MS Stock Holding History

TimeScale Financial’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	$7.17K	Hold	84	–	–	﹤0.01%	395
2023 Q1	$7.38K	Hold	84	–	–	﹤0.01%	379
2022 Q4	$6.64K	Hold	84	–	–	﹤0.01%	350
2022 Q3	$7K	Hold	84	–	–	﹤0.01%	346
2022 Q2	$6K	Hold	84	–	–	﹤0.01%	344
2022 Q1	$7K	Hold	84	–	–	﹤0.01%	346
2021 Q4	$8K	Hold	84	–	–	﹤0.01%	332
2021 Q3	$8K	Hold	84	–	–	﹤0.01%	337
2021 Q2	$8K	Hold	84	–	–	﹤0.01%	344
2021 Q1	$7K	Hold	84	–	–	﹤0.01%	352
2020 Q4	$6K	Buy	84 +58	+223%	+$3.33K	﹤0.01%	324
2020 Q3	$1K	Sell	26 -224	-90%	-$11.3K	﹤0.01%	428
2020 Q2	$12K	Hold	250	–	–	﹤0.01%	274
2020 Q1	$8K	Hold	250	–	–	﹤0.01%	296
2019 Q4	$12K	Hold	250	–	–	﹤0.01%	344
2019 Q3	$11K	Hold	250	–	–	﹤0.01%	340
2019 Q2	$11K	Buy	+250	New	+$11.2K	﹤0.01%	351

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

TimeScale Financial's MS Position: Q2 2023 in Review

TimeScale Financial held its Morgan Stanley (MS) position steady in Q2 2023 at 84 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

TimeScale Financial first reported a position in MS in Q2 2019 and has held it in 17 quarters since. The position peaked at $12K in Q2 2020. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

TimeScale Financial held 84 shares of Morgan Stanley worth $7.17K as of Q2 2023.
TimeScale Financial left its Morgan Stanley share count unchanged in Q2 2023.
Morgan Stanley made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #395 holding.
TimeScale Financial first reported a position in Morgan Stanley in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's Morgan Stanley position peaked at $12K in Q2 2020.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.