Morgan Stanley shares owned by One Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by One Wealth Advisors
from 13F filings
Historical chart of One Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $441k | 4.7k | 94.15 |
| 2023-09-30 | $206k | 2.5k | 81.65 |
| 2022-12-31 | $68k | 795 | 84.97 |
| 2021-03-31 | $280k | 3.6k | 77.71 |
| 2020-12-31 | $384k | 5.6k | 68.61 |
| 2020-09-30 | $284k | 5.9k | 48.39 |
| 2020-06-30 | $299k | 6.2k | 48.34 |
| 2019-03-31 | $14k | 342 | 40.94 |
| 2018-09-30 | $16k | 342 | 46.78 |
| 2018-06-30 | $16k | 342 | 46.78 |
| 2017-12-31 | $18k | 340 | 52.94 |