V Wealth Advisors’s Morgan Stanley MS Stock Holding History

V Wealth 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 Q3	–	Sell	-5,468	Closed	-$467K	–	269
2023 Q2	$467K	Buy	5,468 +966	+21%	+$82.6K	0.08%	211
2023 Q1	$395K	Buy	4,502 +11	+0.2%	+$1.03K	0.07%	237
2022 Q4	$382K	Sell	4,491 -383	-8%	-$32.6K	0.08%	239
2022 Q3	$385K	Sell	4,874 -450	-8%	-$37.9K	0.08%	242
2022 Q2	$405K	Buy	5,324 +389	+8%	+$31.9K	0.08%	257
2022 Q1	$431K	Sell	4,935 -359	-7%	-$34.6K	0.07%	270
2021 Q4	$520K	Buy	5,294 +161	+3%	+$16K	0.08%	246
2021 Q3	$499K	Sell	5,133 -1,109	-18%	-$110K	0.08%	267
2021 Q2	$572K	Buy	6,242 +1,387	+29%	+$119K	0.09%	244
2021 Q1	$377K	Sell	4,855 -428	-8%	-$32.8K	0.07%	304
2020 Q4	$362K	Buy	+5,283	New	+$303K	0.07%	272
2020 Q3	–	Sell	-6,183	Closed	-$299K	–	274
2020 Q2	$299K	Buy	+6,183	New	+$260K	0.08%	272
2018 Q3	–	Sell	-4,293	Closed	-$206K	–	240
2018 Q2	$206K	Buy	+4,293	New	+$224K	0.12%	189
2018 Q1	–	Sell	-4,056	Closed	-$221K	–	218
2017 Q4	$221K	Buy	+4,056	New	+$205K	0.11%	184
2017 Q3	–	Sell	-2,399	Closed	-$106K	–	517
2017 Q2	$106K	Buy	+2,399	New	+$103K	0.05%	236

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

V Wealth Advisors's MS Position: Q3 2023 in Review

V Wealth Advisors sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 5,468 shares — an estimated $467K sold.

V Wealth Advisors first reported a position in MS in Q2 2017 and held it in 15 quarters. The position peaked at $572K in Q2 2021. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

V Wealth Advisors reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 5,468 Morgan Stanley shares in Q3 2023, an estimated $467K.
V Wealth Advisors first reported a position in Morgan Stanley in Q2 2017 and held it in 15 quarters.
V Wealth Advisors's Morgan Stanley position peaked at $572K in Q2 2021.
1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.