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XR Securities’s Morgan Stanley MS Stock Holding History

XR Securities’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
-5,137
Closed -$438K – 539
2022
Q3 		$406K Buy
5,137
+2,210
+76% +$186K 0.22% 88
2022
Q2 		$223K Buy
+2,927
New +$240K 0.07% 156
2021
Q2 		– Sell
-6,655
Closed -$571K – 508
2021
Q1 		$517K Buy
+6,655
New +$510K 0.03% 82
2020
Q4 		– Sell
-4,789
Closed -$275K – 467
2020
Q3 		$232K Buy
+4,789
New +$241K 0.02% 116

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

XR Securities's MS Position: Q4 2022 in Review

XR Securities sold out of Morgan Stanley (MS) in Q4 2022, closing a stake of 5,137 shares — an estimated $438K sold.

XR Securities first reported a position in MS in Q3 2020 and held it in 4 quarters. The position peaked at $517K in Q1 2021. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • XR Securities reported no remaining Morgan Stanley position as of Q4 2022 after selling out during the quarter.
  • XR Securities sold 5,137 Morgan Stanley shares in Q4 2022, an estimated $438K.
  • XR Securities first reported a position in Morgan Stanley in Q3 2020 and held it in 4 quarters.
  • XR Securities's Morgan Stanley position peaked at $517K in Q1 2021.
  • 1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on XR Securities's 13F filing for Q4 2022, filed 3 Jan 2023.