Traverso Chambers Private Wealth Management’s Morgan Stanley MS Stock Holding History

Traverso Chambers Private Wealth Management’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 Q4	$204K	Buy	+2,183	New	+$175K	0.05%	121

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Traverso Chambers Private Wealth Management's MS Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management opened a new position in Morgan Stanley (MS) in Q4 2023: 2,183 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings.

1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Traverso Chambers Private Wealth Management held 2,183 shares of Morgan Stanley worth $204K as of Q4 2023.
Morgan Stanley was a new Traverso Chambers Private Wealth Management position in Q4 2023.
Morgan Stanley made up 0.05% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #121 holding.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.