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TrueMark Investments’s Morgan Stanley MS Stock Holding History

TrueMark Investments’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 		– Sell
-23,480
Closed -$2.45M – 227
2024
Q3 		$2.45M Sell
23,480
-9,485
-29% -$955K 0.79% 51
2024
Q2 		$3.2M Buy
32,965
+12,255
+59% +$1.17M 1.1% 29
2024
Q1 		$1.95M Sell
20,710
-373
-2% -$32.8K 1.79% 25
2023
Q4 		$1.97M Buy
+21,083
New +$1.69M 1.95% 24

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

TrueMark Investments's MS Position: Q4 2024 in Review

TrueMark Investments sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 23,480 shares — an estimated $2.45M sold.

TrueMark Investments first reported a position in MS in Q4 2023 and held it in 4 quarters. The position peaked at $3.2M in Q2 2024. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • TrueMark Investments reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • TrueMark Investments sold 23,480 Morgan Stanley shares in Q4 2024, an estimated $2.45M.
  • TrueMark Investments first reported a position in Morgan Stanley in Q4 2023 and held it in 4 quarters.
  • TrueMark Investments's Morgan Stanley position peaked at $3.2M in Q2 2024.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.