WFG
MS icon

Wills Financial Group’s Morgan Stanley MS Stock Holding History

Wills Financial Group’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
Q4 		– Sell
-68,965
Closed -$5.45M – 59
2022
Q3 		$5.45M Buy
68,965
+7,627
+12% +$643K 3.03% 13
2022
Q2 		$4.67M Sell
61,338
-401
-0.6% -$32.8K 2.29% 17
2022
Q1 		$5.4M Sell
61,739
-1,053
-2% -$102K 2.27% 19
2021
Q4 		$6.16M Buy
62,792
+3,777
+6% +$376K 2.44% 18
2021
Q3 		$5.74M Buy
59,015
+770
+1% +$76.3K 2.58% 17
2021
Q2 		$5.34M Buy
58,245
+530
+0.9% +$45.4K 2.31% 17
2021
Q1 		$4.48M Buy
57,715
+2,560
+5% +$196K 2.18% 20
2020
Q4 		$3.78M Buy
+55,155
New +$3.16M 1.88% 22

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wills Financial Group's MS Position: Q4 2022 in Review

Wills Financial Group sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 68,965 shares — an estimated $5.45M sold.

Wills Financial Group first reported a position in MS in Q4 2020 and held it in 8 quarters. The position peaked at $6.16M in Q4 2021. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Wills Financial Group reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • Wills Financial Group sold 68,965 Morgan Stanley shares in Q4 2022, an estimated $5.45M.
  • Wills Financial Group first reported a position in Morgan Stanley in Q4 2020 and held it in 8 quarters.
  • Wills Financial Group's Morgan Stanley position peaked at $6.16M in Q4 2021.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on Wills Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.