Ambrus Tax-Conscious California Bond Fund MS Holdings History
Ambrus Tax-Conscious California Bond Fund's Morgan Stanley Holding Summary
As of 2025-03-31, Ambrus Tax-Conscious California Bond Fund held 41,519.00 shares of Morgan Stanley(MS), totaling $1.04 Mil. This investment constitutes 32.22% of their stock portfolio, and Ambrus Tax-Conscious California Bond Fund now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2023Q1. And since then Ambrus Tax-Conscious California Bond Fund has made 1 purchases of MS, at an average price of $93.33, for a total of 41,519.00 shares. Based on historical transaction data and MS's current price of $140.69, Ambrus Tax-Conscious California Bond Fund's estimated gain on his MS holdings is $1.97 Mil, reflecting a 50.74% gain to date.
Ambrus Tax-Conscious California Bond Fund MS ($140.69) Holding Chart
Ambrus Tax-Conscious California Bond Fund MS ($140.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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