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AlphaCentric Advisors’s Morgan Stanley MS Stock Holding History

AlphaCentric Advisors’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
2021
Q4 		$157K Sell
1,596
-2,839
-64% -$283K 0.05% 123
2021
Q3 		$432K Buy
4,435
+22
+0.5% +$2.18K 0.11% 77
2021
Q2 		$405K Buy
4,413
+2,203
+100% +$189K 0.11% 71
2021
Q1 		$172K Sell
2,210
-63
-3% -$4.83K 0.06% 102
2020
Q4 		$156K Buy
+2,273
New +$130K 0.07% 77

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AlphaCentric Advisors's MS Position: Q4 2021 in Review

AlphaCentric Advisors reduced its Morgan Stanley (MS) stake by 64% in Q4 2021, selling an estimated $283K and leaving 1,596 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #123.

AlphaCentric Advisors first reported a position in MS in Q4 2020 and has held it in 5 quarters since. The position peaked at $432K in Q3 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • AlphaCentric Advisors held 1,596 shares of Morgan Stanley worth $157K as of Q4 2021.
  • AlphaCentric Advisors sold 2,839 Morgan Stanley shares in Q4 2021, an estimated $283K.
  • Morgan Stanley made up 0.05% of AlphaCentric Advisors's portfolio in Q4 2021, its #123 holding.
  • AlphaCentric Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 5 quarters since.
  • AlphaCentric Advisors's Morgan Stanley position peaked at $432K in Q3 2021.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on AlphaCentric Advisors's 13F filing for Q4 2021, filed 25 Feb 2022.