Wipfli Financial Advisors’s Morgan Stanley MS Stock Holding History

Wipfli 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
2022 Q3	$1.4M	Buy	+17,760	New	+$1.5M	0.1%	88

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's MS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Morgan Stanley (MS) in Q3 2022: 17,760 shares worth $1.4M. The stake represents 0.1% of the portfolio and ranks #88 among its holdings.

1,582 funds tracked by Wall St. Rank hold MS as of Q3 2022.

Wipfli Financial Advisors held 17,760 shares of Morgan Stanley worth $1.4M as of Q3 2022.
Morgan Stanley was a new Wipfli Financial Advisors position in Q3 2022.
Morgan Stanley made up 0.1% of Wipfli Financial Advisors's portfolio in Q3 2022, its #88 holding.
1,582 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.