Morgan Stanley shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.0M | 96k | 94.16 |
| 2023-12-31 | $8.4M | 90k | 93.25 |
| 2023-09-30 | $1.3M | 16k | 81.67 |
| 2023-06-30 | $2.4M | 28k | 85.40 |
| 2022-09-30 | $318k | 4.0k | 79.08 |
| 2022-06-30 | $601k | 7.9k | 76.01 |
| 2022-03-31 | $789k | 9.0k | 87.39 |
| 2021-12-31 | $685k | 7.0k | 98.15 |
| 2021-09-30 | $915k | 9.4k | 97.28 |
| 2021-06-30 | $1.3M | 14k | 91.69 |
| 2021-03-31 | $1.6M | 20k | 77.65 |
| 2020-12-31 | $1.5M | 21k | 68.51 |
| 2020-09-30 | $1.2M | 25k | 48.00 |
| 2020-06-30 | $1.9M | 40k | 48.00 |
| 2020-03-31 | $646k | 19k | 34.00 |
| 2019-12-31 | $968k | 19k | 51.12 |
More positions owned by Steel Peak Wealth Management
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