VAMG
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Voisard Asset Management Group’s Morgan Stanley MS Stock Holding History

Voisard Asset Management 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
Q4 		– Sell
-15
Closed -$1.56K – 442
2024
Q3 		$1.56K Buy
+15
New +$1.51K ﹤0.01% 409
2024
Q1 		– Sell
-30
Closed -$2.8K – 374
2023
Q4 		$2.8K Buy
+30
New +$2.4K ﹤0.01% 309

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Voisard Asset Management Group's MS Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Morgan Stanley (MS) in Q4 2024, closing a stake of 15 shares — an estimated $1.56K sold.

Voisard Asset Management Group first reported a position in MS in Q4 2023 and held it in 2 quarters. The position peaked at $2.8K in Q4 2023. 2,112 funds tracked by Wall St. Rank hold MS as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Morgan Stanley position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 15 Morgan Stanley shares in Q4 2024, an estimated $1.56K.
  • Voisard Asset Management Group first reported a position in Morgan Stanley in Q4 2023 and held it in 2 quarters.
  • Voisard Asset Management Group's Morgan Stanley position peaked at $2.8K in Q4 2023.
  • 2,112 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.