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Western Pacific Wealth Management’s Morgan Stanley MS Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-221
Closed -$19.4K – 298
2023
Q1 		$19.4K Sell
221
-196
-47% -$18.3K 0.01% 183
2022
Q4 		$35.5K Buy
+417
New +$35.5K 0.03% 147
2022
Q1 		– Sell
-300
Closed -$29K – 234
2021
Q4 		$29K Buy
+300
New +$29.9K 0.02% 135

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Pacific Wealth Management's MS Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of Morgan Stanley (MS) in Q2 2023, closing a stake of 221 shares — an estimated $19.4K sold.

Western Pacific Wealth Management first reported a position in MS in Q4 2021 and held it in 3 quarters. The position peaked at $35.5K in Q4 2022. 1,682 funds tracked by Wall St. Rank hold MS as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining Morgan Stanley position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 221 Morgan Stanley shares in Q2 2023, an estimated $19.4K.
  • Western Pacific Wealth Management first reported a position in Morgan Stanley in Q4 2021 and held it in 3 quarters.
  • Western Pacific Wealth Management's Morgan Stanley position peaked at $35.5K in Q4 2022.
  • 1,682 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.