WealthPLAN Partners’s Morgan Stanley MS Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-603	Closed	-$51.5K	–	816
2023 Q2	$51.5K	Buy	603 +32	+6%	+$2.74K	0.01%	503
2023 Q1	$50.2K	Buy	+571	New	+$53.3K	0.01%	557
2018 Q3	–	Sell	-4,344	Closed	-$206K	–	275
2018 Q2	$206K	Sell	4,344 -2,434	-36%	-$127K	0.04%	243
2018 Q1	$366K	Buy	+6,778	New	+$375K	0.08%	173
2016 Q3	$5.13K	Hold	160	–	–	﹤0.01%	711
2016 Q2	$4.16K	Buy	+160	New	+$4.18K	﹤0.01%	2046
2015 Q4	$5.09K	Buy	+160	New	+$5.32K	﹤0.01%	1329

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's MS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 603 shares — an estimated $51.5K sold.

WealthPLAN Partners first reported a position in MS in Q4 2015 and held it in 7 quarters. The position peaked at $366K in Q1 2018. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.

WealthPLAN Partners reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 603 Morgan Stanley shares in Q3 2023, an estimated $51.5K.
WealthPLAN Partners first reported a position in Morgan Stanley in Q4 2015 and held it in 7 quarters.
WealthPLAN Partners's Morgan Stanley position peaked at $366K in Q1 2018.
1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.