WR Wealth Planners’s Morgan Stanley MS Stock Holding History

WR Wealth Planners’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 Q4	$51.6K	Sell	410 -78	-16%	-$9.61K	0.02%	320
2024 Q3	$50.8K	Sell	488 -53	-10%	-$5.34K	0.01%	337
2024 Q2	$52.6K	Buy	541 +106	+24%	+$10.1K	0.02%	326
2024 Q1	$41K	Buy	+435	New	+$38.3K	0.01%	359
2023 Q4	–	Sell	-334	Closed	-$27.3K	–	605
2023 Q3	$27.3K	Buy	334 +1	+0.3%	+$87	0.01%	392
2023 Q2	$28.5K	Buy	333 +64	+24%	+$5.47K	0.01%	389
2023 Q1	$23.6K	Buy	269 +183	+213%	+$17.1K	0.01%	405
2022 Q4	$7.3K	Sell	86 -18	-17%	-$1.53K	﹤0.01%	297
2022 Q3	$8.23K	Buy	104 +1	+1%	+$84	0.01%	273
2022 Q2	$7.86K	Buy	103 +1	+1%	+$82	0.01%	306
2022 Q1	$8.95K	Buy	+102	New	+$9.84K	0.01%	313

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

WR Wealth Planners's MS Position: Q4 2024 in Review

WR Wealth Planners reduced its Morgan Stanley (MS) stake by 16% in Q4 2024, selling an estimated $9.61K and leaving 410 shares worth $51.6K. The position accounts for 0.02% of the portfolio, ranked #320.

WR Wealth Planners first reported a position in MS in Q1 2022 and has held it in 11 quarters since. The position peaked at $52.6K in Q2 2024. 2,113 funds tracked by Wall St. Rank hold MS as of Q4 2024.

WR Wealth Planners held 410 shares of Morgan Stanley worth $51.6K as of Q4 2024.
WR Wealth Planners sold 78 Morgan Stanley shares in Q4 2024, an estimated $9.61K.
Morgan Stanley made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #320 holding.
WR Wealth Planners first reported a position in Morgan Stanley in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Morgan Stanley position peaked at $52.6K in Q2 2024.
2,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.