UBP Investment Advisors’s Morgan Stanley MS Stock Holding History

UBP Investment 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
2022 Q3	$1.59M	Hold	20,150	–	–	0.82%	25
2022 Q2	$1.53M	Hold	20,150	–	–	0.61%	27
2022 Q1	$1.76M	Buy	20,150 +150	+0.8%	+$14.5K	0.65%	32
2021 Q4	$1.96M	Hold	20,000	–	–	0.71%	30
2021 Q3	$1.95M	Hold	20,000	–	–	0.76%	28
2021 Q2	$1.83M	Hold	20,000	–	–	0.68%	30
2021 Q1	$1.55M	Hold	20,000	–	–	0.63%	31
2020 Q4	$1.37M	Hold	20,000	–	–	0.71%	32
2020 Q3	$967K	Hold	20,000	–	–	0.75%	30
2020 Q2	$966K	Hold	20,000	–	–	0.77%	29
2020 Q1	$680K	Hold	20,000	–	–	0.62%	31
2019 Q4	$1.02M	Hold	20,000	–	–	0.8%	29
2019 Q3	$853K	Hold	20,000	–	–	0.69%	30
2019 Q2	$876K	Hold	20,000	–	–	0.79%	30
2019 Q1	$844K	Hold	20,000	–	–	0.79%	30
2018 Q4	$793K	Sell	20,000 -800	-4%	-$34.9K	0.84%	29
2018 Q3	$969K	Buy	+20,800	New	+$1.02M	0.93%	29
2018 Q1	–	Sell	-20,800	Closed	-$1.09M	–	55
2017 Q4	$1.09M	Buy	+20,800	New	+$1.05M	1.29%	23

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBP Investment Advisors's MS Position: Q3 2022 in Review

UBP Investment Advisors held its Morgan Stanley (MS) position steady in Q3 2022 at 20,150 shares worth $1.59M. The position accounts for 0.82% of the portfolio, ranked #25.

UBP Investment Advisors first reported a position in MS in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.96M in Q4 2021. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

UBP Investment Advisors held 20,150 shares of Morgan Stanley worth $1.59M as of Q3 2022.
UBP Investment Advisors left its Morgan Stanley share count unchanged in Q3 2022.
Morgan Stanley made up 0.82% of UBP Investment Advisors's portfolio in Q3 2022, its #25 holding.
UBP Investment Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 18 quarters since.
UBP Investment Advisors's Morgan Stanley position peaked at $1.96M in Q4 2021.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.