VitalStone Financial’s Morgan Stanley MS Stock Holding History

VitalStone Financial’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	$104	Hold	1	–	–	﹤0.01%	474
2024 Q2	$97	Hold	1	–	–	﹤0.01%	473
2024 Q1	$0	Hold	1	–	–	﹤0.01%	552
2023 Q4	$0	Hold	1	–	–	﹤0.01%	544
2023 Q3	$0	Sell	1 -1	-50%	-$87	﹤0.01%	553
2023 Q2	$0	Sell	2 -24	-92%	-$2.05K	﹤0.01%	992
2023 Q1	$2K	Buy	26 +24	+1,200%	+$2.24K	﹤0.01%	308
2022 Q4	$0	Buy	+2	New	+$170	﹤0.01%	555

Other funds holding MS

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

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

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

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

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

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

VitalStone Financial's MS Position: Q3 2024 in Review

VitalStone Financial held its Morgan Stanley (MS) position steady in Q3 2024 at 1 share worth $104. The position accounts for ﹤0.01% of the portfolio, ranked #474.

VitalStone Financial first reported a position in MS in Q4 2022 and has held it in 8 quarters since. The position peaked at $2K in Q1 2023. 1,867 funds tracked by Wall St. Rank hold MS as of Q3 2024.

VitalStone Financial held 1 share of Morgan Stanley worth $104 as of Q3 2024.
VitalStone Financial left its Morgan Stanley share count unchanged in Q3 2024.
Morgan Stanley made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #474 holding.
VitalStone Financial first reported a position in Morgan Stanley in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Morgan Stanley position peaked at $2K in Q1 2023.
1,867 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.