YorkBridge Wealth Partners’s Morgan Stanley MS Stock Holding History

YorkBridge Wealth Partners’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	$1.72M	Hold	20,250	–	–	0.44%	58
2022 Q3	$1.6M	Hold	20,250	–	–	0.41%	59
2022 Q2	$1.54M	Sell	20,250 -444	-2%	-$36.4K	0.4%	59
2022 Q1	$1.81M	Buy	+20,694	New	+$2M	0.4%	59
2019 Q3	–	Sell	-4,730	Closed	-$207K	–	479
2019 Q2	$207K	Buy	4,730 +81	+2%	+$3.61K	0.09%	171
2019 Q1	$196K	Sell	4,649 -329	-7%	-$13.8K	0.09%	162
2018 Q4	$197K	Buy	4,978 +3	+0.1%	+$131	0.1%	153
2018 Q3	$232K	Hold	4,975	–	–	0.11%	156
2018 Q2	$236K	Hold	4,975	–	–	0.1%	160
2018 Q1	$268K	Hold	4,975	–	–	0.12%	152
2017 Q4	$261K	Sell	4,975 -400	-7%	-$20.2K	0.13%	155
2017 Q3	$259K	Buy	5,375 +128	+2%	+$5.94K	0.13%	148
2017 Q2	$239K	Sell	5,247 -159	-3%	-$6.86K	0.13%	154
2017 Q1	$234K	Sell	5,406 -209	-4%	-$9.27K	0.12%	151
2016 Q4	$231K	Buy	+5,615	New	+$212K	0.14%	142

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

YorkBridge Wealth Partners's MS Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Morgan Stanley (MS) position steady in Q4 2022 at 20,250 shares worth $1.72M. The position accounts for 0.44% of the portfolio, ranked #58.

YorkBridge Wealth Partners first reported a position in MS in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.81M in Q1 2022. 1,676 funds tracked by Wall St. Rank hold MS as of Q4 2022.

YorkBridge Wealth Partners held 20,250 shares of Morgan Stanley worth $1.72M as of Q4 2022.
YorkBridge Wealth Partners left its Morgan Stanley share count unchanged in Q4 2022.
Morgan Stanley made up 0.44% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #58 holding.
YorkBridge Wealth Partners first reported a position in Morgan Stanley in Q4 2016 and has held it in 15 quarters since.
YorkBridge Wealth Partners's Morgan Stanley position peaked at $1.81M in Q1 2022.
1,676 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.