Ropes Wealth Advisors LLC
- SEC CIK
- 0001641652
- Latest filing
- Oct 19, 2023
MS holding history
Morgan Stanley in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MS overviewAll 13F holders of MSFull Q3 2023 holdings
- Shares (Q3 2023)
- 4,781
- Value
- $390.4K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 4,781 | $390.4K | 0.1% | +1,753+57.9% | Added | Holders |
| Q2 2023 | 3,028 | $258.6K | <0.1% | +373+14.0% | Added | Holders |
| Q1 2023 | 2,655 | $233.2K | <0.1% | +2,655 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −2,649−100.0% | Sold out | Holders |
| Q3 2022 | 2,649 | $209.0K | <0.1% | +2,649 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −3,638−100.0% | Sold out | Holders |
| Q4 2021 | 3,638 | $357.0K | 0.1% | −258−6.6% | Reduced | Holders |
| Q3 2021 | 3,896 | $379.0K | 0.1% | +3,896 | New | Holders |