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Virginia National Bank’s Morgan Stanley MS Stock Holding History

Virginia National Bank’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
2022
Q3 		– Sell
-6,850
Closed -$521K – 53
2022
Q2 		$521K Sell
6,850
-600
-8% -$49.1K 0.82% 34
2022
Q1 		$651K Buy
+7,450
New +$719K 0.74% 34

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Virginia National Bank's MS Position: Q3 2022 in Review

Virginia National Bank sold out of Morgan Stanley (MS) in Q3 2022, closing a stake of 6,850 shares — an estimated $521K sold.

Virginia National Bank first reported a position in MS in Q1 2022 and held it in 2 quarters. The position peaked at $651K in Q1 2022. 1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

  • Virginia National Bank reported no remaining Morgan Stanley position as of Q3 2022 after selling out during the quarter.
  • Virginia National Bank sold 6,850 Morgan Stanley shares in Q3 2022, an estimated $521K.
  • Virginia National Bank first reported a position in Morgan Stanley in Q1 2022 and held it in 2 quarters.
  • Virginia National Bank's Morgan Stanley position peaked at $651K in Q1 2022.
  • 1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Virginia National Bank's 13F filing for Q3 2022, filed 4 Nov 2022.