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TrueWealth Advisors’s Morgan Stanley MS Stock Holding History

TrueWealth 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
Q1 		– Sell
-2,415
Closed -$205K – 189
2022
Q4 		$205K Buy
+2,415
New +$206K 0.09% 174
2022
Q2 		– Sell
-2,070
Closed -$203K – 186
2022
Q1 		$203K Hold
2,070
– – 0.09% 175
2021
Q4 		$203K Buy
+2,070
New +$206K 0.09% 175

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueWealth Advisors's MS Position: Q1 2023 in Review

TrueWealth Advisors sold out of Morgan Stanley (MS) in Q1 2023, closing a stake of 2,415 shares — an estimated $205K sold.

TrueWealth Advisors first reported a position in MS in Q4 2021 and held it in 3 quarters. The position peaked at $205K in Q4 2022. 1,668 funds tracked by Wall St. Rank hold MS as of Q1 2023.

  • TrueWealth Advisors reported no remaining Morgan Stanley position as of Q1 2023 after selling out during the quarter.
  • TrueWealth Advisors sold 2,415 Morgan Stanley shares in Q1 2023, an estimated $205K.
  • TrueWealth Advisors first reported a position in Morgan Stanley in Q4 2021 and held it in 3 quarters.
  • TrueWealth Advisors's Morgan Stanley position peaked at $205K in Q4 2022.
  • 1,668 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2023.

Based on TrueWealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.