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Tyler-Stone Wealth Management’s Morgan Stanley MS Stock Holding History

Tyler-Stone 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
2022
Q2 		– Sell
-300
Closed -$26K – 891
2022
Q1 		$26K Hold
300
– – 0.01% 436
2021
Q4 		$29K Buy
+300
New +$29.9K 0.02% 443

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tyler-Stone Wealth Management's MS Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of Morgan Stanley (MS) in Q2 2022, closing a stake of 300 shares — an estimated $26K sold.

Tyler-Stone Wealth Management first reported a position in MS in Q4 2021 and held it in 2 quarters. The position peaked at $29K in Q4 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Tyler-Stone Wealth Management reported no remaining Morgan Stanley position as of Q2 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 300 Morgan Stanley shares in Q2 2022, an estimated $26K.
  • Tyler-Stone Wealth Management first reported a position in Morgan Stanley in Q4 2021 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Morgan Stanley position peaked at $29K in Q4 2021.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.