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TrinityPoint Wealth’s Morgan Stanley MS Stock Holding History

TrinityPoint Wealth’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
Q4 		$222K Sell
1,763
-260
-13% -$32K 0.03% 305
2024
Q3 		$211K Buy
+2,023
New +$204K 0.03% 310
2022
Q1 		– Sell
-2,224
Closed -$218K – 320
2021
Q4 		$218K Sell
2,224
-903
-29% -$90K 0.04% 290
2021
Q3 		$304K Buy
3,127
+317
+11% +$31.4K 0.06% 240
2021
Q2 		$258K Buy
+2,810
New +$241K 0.05% 230

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TrinityPoint Wealth's MS Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Morgan Stanley (MS) stake by 13% in Q4 2024, selling an estimated $32K and leaving 1,763 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #305.

TrinityPoint Wealth first reported a position in MS in Q2 2021 and has held it in 5 quarters since. The position peaked at $304K in Q3 2021. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • TrinityPoint Wealth held 1,763 shares of Morgan Stanley worth $222K as of Q4 2024.
  • TrinityPoint Wealth sold 260 Morgan Stanley shares in Q4 2024, an estimated $32K.
  • Morgan Stanley made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #305 holding.
  • TrinityPoint Wealth first reported a position in Morgan Stanley in Q2 2021 and has held it in 5 quarters since.
  • TrinityPoint Wealth's Morgan Stanley position peaked at $304K in Q3 2021.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.