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Wetzel Investment Advisors’s Morgan Stanley MS Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-259
Closed -$24.4K – 608
2024
Q2 		$24.4K Hold
259
– – 0.01% 319
2024
Q1 		$23.4K Hold
259
– – 0.01% 356
2023
Q4 		$24K Buy
+259
New +$20.7K 0.01% 348

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wetzel Investment Advisors's MS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Morgan Stanley (MS) in Q3 2024, closing a stake of 259 shares — an estimated $24.4K sold.

Wetzel Investment Advisors first reported a position in MS in Q4 2023 and held it in 3 quarters. The position peaked at $24.4K in Q2 2024. 1,872 funds tracked by Wall St. Rank hold MS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Morgan Stanley position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 259 Morgan Stanley shares in Q3 2024, an estimated $24.4K.
  • Wetzel Investment Advisors first reported a position in Morgan Stanley in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Morgan Stanley position peaked at $24.4K in Q2 2024.
  • 1,872 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.