Tower Bridge Advisors’s Morgan Stanley MS Stock Holding History

Tower Bridge 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	–	Sell	-2,542	Closed	-$223K	–	219
2023 Q1	$223K	Sell	2,542 -1,200	-32%	-$112K	0.02%	223
2022 Q4	$318K	Sell	3,742 -1,500	-29%	-$128K	0.03%	202
2022 Q3	$414K	Hold	5,242	–	–	0.04%	179
2022 Q2	$399K	Hold	5,242	–	–	0.03%	192
2022 Q1	$458K	Buy	5,242 +900	+21%	+$86.8K	0.03%	200
2021 Q4	$426K	Hold	4,342	–	–	0.03%	205
2021 Q3	$423K	Hold	4,342	–	–	0.03%	200
2021 Q2	$398K	Buy	4,342 +40	+0.9%	+$3.43K	0.03%	197
2021 Q1	$334K	Buy	+4,302	New	+$330K	0.03%	201

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

Tower Bridge Advisors's MS Position: Q2 2023 in Review

Tower Bridge Advisors sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 2,542 shares — an estimated $223K sold.

Tower Bridge Advisors first reported a position in MS in Q1 2021 and held it in 9 quarters. The position peaked at $458K in Q1 2022. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

Tower Bridge Advisors reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
Tower Bridge Advisors sold 2,542 Morgan Stanley shares in Q2 2023, an estimated $223K.
Tower Bridge Advisors first reported a position in Morgan Stanley in Q1 2021 and held it in 9 quarters.
Tower Bridge Advisors's Morgan Stanley position peaked at $458K in Q1 2022.
1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Tower Bridge Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.