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

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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

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

Wellington Management Group

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

Capital International Investors

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

Geode Capital Management

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

Fidelity Investments

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return