Adams Wealth Management’s Morgan Stanley MS Stock Holding History

Adams Wealth Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-98	Closed	-$5K	–	237
2020 Q3	$5K	Buy	+98	New	+$4.94K	﹤0.01%	228

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Adams Wealth Management's MS Position: Q4 2020 in Review

Adams Wealth Management sold out of Morgan Stanley (MS) in Q4 2020, closing a stake of 98 shares — an estimated $5K sold.

Adams Wealth Management first reported a position in MS in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 1,365 funds tracked by Wall St. Rank hold MS as of Q4 2020.

Adams Wealth Management reported no remaining Morgan Stanley position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 98 Morgan Stanley shares in Q4 2020, an estimated $5K.
Adams Wealth Management first reported a position in Morgan Stanley in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Morgan Stanley position peaked at $5K in Q3 2020.
1,365 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.