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Vantage Financial Partners (Illinois)’s Morgan Stanley MS Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$724K Sell
7,450
-50
-0.7% -$4.76K 0.18% 60
2024
Q1 		$706K Sell
7,500
-500
-6% -$44K 0.18% 63
2023
Q4 		$746K Sell
8,000
-650
-8% -$52K 0.23% 60
2023
Q3 		$706K Buy
8,650
+300
+4% +$26K 0.41% 43
2023
Q2 		$713K Buy
8,350
+300
+4% +$25.7K 0.4% 44
2023
Q1 		$707K Sell
8,050
-150
-2% -$14K 0.42% 47
2022
Q4 		$697K Buy
8,200
+800
+11% +$68.2K 0.4% 53
2022
Q3 		$585K Hold
7,400
– – 0.38% 48
2022
Q2 		$563K Buy
7,400
+1,450
+24% +$119K 0.33% 54
2022
Q1 		$520K Buy
5,950
+1,250
+27% +$121K 0.27% 54
2021
Q4 		$461K Buy
4,700
+1,400
+42% +$139K 0.23% 58
2021
Q3 		$321K Buy
3,300
+200
+6% +$19.8K 0.17% 67
2021
Q2 		$284K Buy
+3,100
New +$266K 0.16% 71
2021
Q1 		– Sell
-8,700
Closed -$596K – 78
2020
Q4 		$596K Buy
8,700
+1,000
+13% +$57.4K 0.35% 44
2020
Q3 		$372K Buy
7,700
+400
+5% +$20.2K 0.23% 58
2020
Q2 		$353K Hold
7,300
– – 0.22% 52
2020
Q1 		$248K Hold
7,300
– – 0.18% 57
2019
Q4 		$373K Buy
+7,300
New +$346K 0.22% 57

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 $1.56T 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 $336B AUM 34.66% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s MS Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) reduced its Morgan Stanley (MS) stake by 0.67% in Q2 2024, selling an estimated $4.76K and leaving 7,450 shares worth $724K. The position accounts for 0.18% of the portfolio, ranked #60.

Vantage Financial Partners (Illinois) first reported a position in MS in Q4 2019 and has held it in 18 quarters since. The position peaked at $746K in Q4 2023. 1,822 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 7,450 shares of Morgan Stanley worth $724K as of Q2 2024.
  • Vantage Financial Partners (Illinois) sold 50 Morgan Stanley shares in Q2 2024, an estimated $4.76K.
  • Morgan Stanley made up 0.18% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #60 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Morgan Stanley in Q4 2019 and has held it in 18 quarters since.
  • Vantage Financial Partners (Illinois)'s Morgan Stanley position peaked at $746K in Q4 2023.
  • 1,822 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.