Veritable’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-41,301
| Closed | -$3.53M | – | 516 |
|
|
2023
Q2 | $3.53M | Buy |
41,301
+476
| +1% | +$40.7K | 0.05% | 156 |
|
|
2023
Q1 | $3.58M | Sell |
40,825
-74
| -0.2% | -$6.91K | 0.06% | 159 |
|
|
2022
Q4 | $3.48M | Sell |
40,899
-4,554
| -10% | -$388K | 0.06% | 160 |
|
|
2022
Q3 | $3.59M | Sell |
45,453
-5,778
| -11% | -$487K | 0.07% | 146 |
|
|
2022
Q2 | $3.9M | Buy |
51,231
+4,050
| +9% | +$332K | 0.07% | 146 |
|
|
2022
Q1 | $4.12M | Buy |
47,181
+1,435
| +3% | +$138K | 0.06% | 152 |
|
|
2021
Q4 | $4.49M | Sell |
45,746
-181
| -0.4% | -$18K | 0.07% | 147 |
|
|
2021
Q3 | $4.47M | Buy |
45,927
+133
| +0.3% | +$13.2K | 0.07% | 136 |
|
|
2021
Q2 | $4.2M | Buy |
45,794
+407
| +0.9% | +$34.9K | 0.07% | 146 |
|
|
2021
Q1 | $3.52M | Buy |
45,387
+802
| +2% | +$61.5K | 0.06% | 159 |
|
|
2020
Q4 | $3.06M | Buy |
44,585
+4,200
| +10% | +$241K | 0.06% | 162 |
|
|
2020
Q3 | $1.95M | Buy |
40,385
+44
| +0.1% | +$2.22K | 0.04% | 209 |
|
|
2020
Q2 | $1.95M | Sell |
40,341
-3,960
| -9% | -$166K | 0.04% | 195 |
|
|
2020
Q1 | $1.51M | Sell |
44,301
-3,700
| -8% | -$174K | 0.04% | 232 |
|
|
2019
Q4 | $2.45M | Buy |
48,001
+570
| +1% | +$27K | 0.05% | 199 |
|
|
2019
Q3 | $2.02M | Sell |
47,431
-687
| -1% | -$29.4K | 0.04% | 220 |
|
|
2019
Q2 | $2.11M | Sell |
48,118
-2,727
| -5% | -$122K | 0.04% | 203 |
|
|
2019
Q1 | $2.15M | Buy |
50,845
+437
| +0.9% | +$18.4K | 0.04% | 198 |
|
|
2018
Q4 | $2M | Buy |
50,408
+1,472
| +3% | +$64.2K | 0.05% | 199 |
|
|
2018
Q3 | $2.28M | Sell |
48,936
-1,894
| -4% | -$92.5K | 0.05% | 192 |
|
|
2018
Q2 | $2.41M | Sell |
50,830
-1,097
| -2% | -$57.3K | 0.05% | 183 |
|
|
2018
Q1 | $2.8M | Buy |
51,927
+2,221
| +4% | +$123K | 0.06% | 167 |
|
|
2017
Q4 | $2.61M | Sell |
49,706
-3,773
| -7% | -$191K | 0.05% | 177 |
|
|
2017
Q3 | $2.58M | Sell |
53,479
-1,419
| -3% | -$65.8K | 0.05% | 188 |
|
|
2017
Q2 | $2.45M | Buy |
54,898
+3,446
| +7% | +$149K | 0.06% | 190 |
|
|
2017
Q1 | $2.2M | Buy |
51,452
+281
| +0.5% | +$12.5K | 0.05% | 193 |
|
|
2016
Q4 | $2.16M | Buy |
51,171
+2,960
| +6% | +$112K | 0.05% | 196 |
|
|
2016
Q3 | $1.55M | Buy |
48,211
+4,311
| +10% | +$129K | 0.04% | 236 |
|
|
2016
Q2 | $1.14M | Sell |
43,900
-193
| -0.4% | -$5.05K | 0.03% | 279 |
|
|
2016
Q1 | $1.1M | Buy |
44,093
+4,301
| +11% | +$110K | 0.03% | 282 |
|
|
2015
Q4 | $1.27M | Sell |
39,792
-63
| -0.2% | -$2.09K | 0.03% | 266 |
|
|
2015
Q3 | $1.25M | Buy |
39,855
+447
| +1% | +$16.3K | 0.04% | 251 |
|
|
2015
Q2 | $1.53M | Sell |
39,408
-88,176
| -69% | -$3.36M | 0.04% | 229 |
|
|
2015
Q1 | $4.55M | Sell |
127,584
-90,209
| -41% | -$3.24M | 0.1% | 158 |
|
|
2014
Q4 | $8.45M | Buy |
217,793
+45,812
| +27% | +$1.63M | 0.18% | 101 |
|
|
2014
Q3 | $5.95M | Buy |
171,981
+10,200
| +6% | +$340K | 0.13% | 128 |
|
|
2014
Q2 | $5.23M | Buy |
161,781
+12,606
| +8% | +$389K | 0.11% | 139 |
|
|
2014
Q1 | $4.65M | Buy |
149,175
+27,222
| +22% | +$841K | 0.1% | 146 |
|
|
2013
Q4 | $3.82M | Buy |
121,953
+22,296
| +22% | +$663K | 0.08% | 162 |
|
|
2013
Q3 | $2.69M | Buy |
99,657
+54,837
| +122% | +$1.47M | 0.06% | 199 |
|
|
2013
Q2 | $1.09M | Buy |
+44,820
| New | +$1.06M | 0.03% | 375 |
|
Other funds holding MS
Veritable's MS Position: Q3 2023 in Review
Veritable sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 41,301 shares — an estimated $3.53M sold.
Veritable first reported a position in MS in Q2 2013 and held it in 41 quarters. The position peaked at $8.45M in Q4 2014. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.
- Veritable reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
- Veritable sold 41,301 Morgan Stanley shares in Q3 2023, an estimated $3.53M.
- Veritable first reported a position in Morgan Stanley in Q2 2013 and held it in 41 quarters.
- Veritable's Morgan Stanley position peaked at $8.45M in Q4 2014.
- 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.