VCG
MS icon

Vantage Consulting Group’s Morgan Stanley MS Stock Holding History

Vantage Consulting Group’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
2024
Q3 		– Sell
-2,439
Closed -$237K – 114
2024
Q2 		$237K Sell
2,439
-289
-11% -$27.5K 0.18% 116
2024
Q1 		$257K Sell
2,728
-116
-4% -$10.2K 0.16% 100
2023
Q4 		$265K Sell
2,844
-58
-2% -$4.64K 0.18% 98
2023
Q3 		$237K Buy
2,902
+60
+2% +$5.21K 0.16% 123
2023
Q2 		$243K Buy
2,842
+16
+0.6% +$1.37K 0.14% 141
2023
Q1 		$248K Sell
2,826
-43
-1% -$4.01K 0.14% 161
2022
Q4 		$244K Sell
2,869
-185
-6% -$15.8K 0.14% 140
2022
Q3 		$241K Sell
3,054
-244
-7% -$20.6K 0.14% 134
2022
Q2 		$251K Buy
3,298
+436
+15% +$35.7K 0.14% 123
2022
Q1 		$250K Buy
2,862
+54
+2% +$5.21K 0.1% 141
2021
Q4 		$276K Buy
2,808
+328
+13% +$32.7K 0.07% 143
2021
Q3 		$241K Sell
2,480
-294
-11% -$29.1K 0.05% 147
2021
Q2 		$254K Buy
+2,774
New +$238K 0.04% 115
2021
Q1 		– Sell
-1,904
Closed -$130K – 1001
2020
Q4 		$130K Buy
+1,904
New +$109K 0.01% 99

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vantage Consulting Group's MS Position: Q3 2024 in Review

Vantage Consulting Group sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 2,439 shares — an estimated $237K sold.

Vantage Consulting Group first reported a position in MS in Q4 2020 and held it in 14 quarters. The position peaked at $276K in Q4 2021. 1,872 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Vantage Consulting Group reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 2,439 Morgan Stanley shares in Q3 2024, an estimated $237K.
  • Vantage Consulting Group first reported a position in Morgan Stanley in Q4 2020 and held it in 14 quarters.
  • Vantage Consulting Group's Morgan Stanley position peaked at $276K in Q4 2021.
  • 1,872 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.