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Widmann Financial Services’s Morgan Stanley MS Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-637
Closed -$62K – 308
2021
Q4 		$62K Buy
+637
New +$63.5K 0.05% 159

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Widmann Financial Services's MS Position: Q1 2022 in Review

Widmann Financial Services sold out of Morgan Stanley (MS) in Q1 2022, closing a stake of 637 shares — an estimated $62K sold.

Widmann Financial Services first reported a position in MS in Q4 2021 and held it in 1 quarter. The position peaked at $62K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold MS as of Q1 2022.

  • Widmann Financial Services reported no remaining Morgan Stanley position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 637 Morgan Stanley shares in Q1 2022, an estimated $62K.
  • Widmann Financial Services first reported a position in Morgan Stanley in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Morgan Stanley position peaked at $62K in Q4 2021.
  • 1,669 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.