Matrix Advisors Dividend Fund MS Holdings History
Matrix Advisors Dividend Fund's Morgan Stanley Holding Summary
As of 2025-03-31, Matrix Advisors Funds Trust held 15,090.00 shares of Morgan Stanley(MS), totaling $1.76 Mil. This investment constitutes 3.7% of their stock portfolio, and Matrix Advisors Funds Trust now holds 0% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2022Q2. And since then Matrix Advisors Dividend Fund has made 8 purchases of MS, at an average price of $84.46, for a total of 20,700.00 shares. In addition, there have been 2 sales at an average price of $124.85 for 5,610.00 shares. Based on historical transaction data and MS's current price of $139.79, Matrix Advisors Dividend Fund's estimated gain on his MS holdings is $1.06 Mil, reflecting a 60.73% gain to date.
Matrix Advisors Dividend Fund MS ($139.79) Holding Chart
Matrix Advisors Dividend Fund MS ($139.79) 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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