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West Financial Advisors’s Morgan Stanley MS Stock Holding History

West Financial Advisors’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
-125
Closed -$10.2K – 191
2023
Q3 		$10.2K Buy
+125
New +$10.9K ﹤0.01% 128

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

West Financial Advisors's MS Position: Q4 2023 in Review

West Financial Advisors sold out of Morgan Stanley (MS) in Q4 2023, closing a stake of 125 shares — an estimated $10.2K sold.

West Financial Advisors first reported a position in MS in Q3 2023 and held it in 1 quarter. The position peaked at $10.2K in Q3 2023. 1,756 funds tracked by Wall St. Rank hold MS as of Q4 2023.

  • West Financial Advisors reported no remaining Morgan Stanley position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 125 Morgan Stanley shares in Q4 2023, an estimated $10.2K.
  • West Financial Advisors first reported a position in Morgan Stanley in Q3 2023 and held it in 1 quarter.
  • West Financial Advisors's Morgan Stanley position peaked at $10.2K in Q3 2023.
  • 1,756 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.