Ownership history in MORGAN STANLEY Β· 9 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in ADVISORSHARES TR (MSOX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MORGAN STANLEY underperformed the S&P 500 by β13.7% annually on this MSOX position. Timing score: 71% (5/7 decisions correct). Average cost basis: $81.79. Maximum drawdown during holding period: β97.8%.
β Significantly underperformed the S&P 500 by 13.7% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $2.78 (2025 Q2) Β· Worst: $125.60 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 4 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size