Morgan Stanley shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 19k | 94.16 |
| 2023-12-31 | $1.9M | 20k | 93.25 |
| 2023-09-30 | $1.7M | 21k | 81.67 |
| 2023-06-30 | $1.8M | 21k | 85.40 |
| 2023-03-31 | $1.7M | 19k | 87.80 |
| 2022-12-31 | $1.6M | 19k | 85.02 |
| 2022-09-30 | $1.5M | 19k | 79.00 |
| 2022-06-30 | $1.5M | 19k | 76.08 |
| 2022-03-31 | $1.7M | 19k | 87.38 |
| 2021-12-31 | $3.4M | 34k | 98.16 |
| 2021-09-30 | $4.4M | 46k | 97.30 |
| 2021-06-30 | $4.6M | 50k | 91.70 |
| 2021-03-31 | $3.9M | 50k | 77.66 |
| 2014-12-31 | $267k | 6.9k | 38.75 |
| 2014-09-30 | $381k | 11k | 34.53 |