TrustCore Financial Services’s Morgan Stanley MS Stock Holding History

TrustCore Financial Services’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
2022 Q4	$53.6K	Buy	630 +56	+10%	+$4.77K	﹤0.01%	439
2022 Q3	$45K	Buy	574 +235	+69%	+$19.8K	﹤0.01%	460
2022 Q2	$26K	Hold	339	–	–	﹤0.01%	584
2022 Q1	$30K	Hold	339	–	–	﹤0.01%	569
2021 Q4	$33K	Hold	339	–	–	﹤0.01%	523
2021 Q3	$33K	Buy	339 +57	+20%	+$5.65K	﹤0.01%	555
2021 Q2	$26K	Buy	+282	New	+$24.2K	﹤0.01%	581
2018 Q2	–	Sell	-265	Closed	-$14K	–	975
2018 Q1	$14K	Buy	+265	New	+$14.7K	0.01%	456

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

TrustCore Financial Services's MS Position: Q4 2022 in Review

TrustCore Financial Services increased its Morgan Stanley (MS) stake by 9.8% in Q4 2022, buying an estimated $4.77K and bringing the position to 630 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

TrustCore Financial Services first reported a position in MS in Q1 2018 and has held it in 8 quarters since. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

TrustCore Financial Services held 630 shares of Morgan Stanley worth $53.6K as of Q4 2022.
TrustCore Financial Services bought 56 Morgan Stanley shares in Q4 2022, an estimated $4.77K.
Morgan Stanley made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #439 holding.
TrustCore Financial Services first reported a position in Morgan Stanley in Q1 2018 and has held it in 8 quarters since.
1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.