Wagner Wealth Management (South Carolina)’s Morgan Stanley MS Stock Holding History

Wagner Wealth Management (South Carolina)’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
2023 Q4	–	Sell	-4,521	Closed	-$369K	–	235
2023 Q3	$369K	Buy	4,521 +121	+3%	+$10.5K	0.14%	84
2023 Q2	$376K	Buy	4,400 +96	+2%	+$8.21K	0.14%	82
2023 Q1	$378K	Buy	4,304 +476	+12%	+$44.4K	0.17%	86
2022 Q4	$325K	Buy	3,828 +195	+5%	+$16.6K	0.2%	84
2022 Q3	$287K	Buy	3,633 +80	+2%	+$6.74K	0.21%	79
2022 Q2	$270K	Buy	3,553 +505	+17%	+$41.4K	0.22%	83
2022 Q1	$266K	Buy	3,048 +210	+7%	+$20.3K	0.19%	103
2021 Q4	$279K	Buy	2,838 +160	+6%	+$15.9K	0.21%	92
2021 Q3	$275K	Buy	2,678 +5	+0.2%	+$495	0.22%	88
2021 Q2	$245K	Buy	2,673 +388	+17%	+$33.3K	0.18%	105
2021 Q1	$177K	Buy	+2,285	New	+$175K	0.14%	128

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s MS Position: Q4 2023 in Review

Wagner Wealth Management (South Carolina) sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 4,521 shares — an estimated $369K sold.

Wagner Wealth Management (South Carolina) first reported a position in MS in Q1 2021 and held it in 11 quarters. The position peaked at $378K in Q1 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

Wagner Wealth Management (South Carolina) reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 4,521 Morgan Stanley shares in Q4 2023, an estimated $369K.
Wagner Wealth Management (South Carolina) first reported a position in Morgan Stanley in Q1 2021 and held it in 11 quarters.
Wagner Wealth Management (South Carolina)'s Morgan Stanley position peaked at $378K in Q1 2023.
1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2023, filed 19 Jan 2024.