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Fundx shares owned by Morgan Stanley

Quarter-by-quarter ownership of Fundx (XCOR) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Fundx

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All positions including Fundx held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fundx by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.9k 161 49.33
2023-06-30 $8.3k 161 51.52
2022-12-31 $7.9k 161 48.86

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Top funds holding Fundx

One Capital Management
Gts Securities
Creative Planning
First American Trust

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