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Banco BTG Pactual’s Morgan Stanley MS Stock Holding History

Banco BTG Pactual’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
2024
Q2 		– Sell
-10,000
Closed -$933K – 212
2024
Q1 		$933K Sell
10,000
-10,263
-51% -$904K 0.16% 92
2023
Q4 		$1.9M Buy
+20,263
New +$1.62M 0.24% 58
2020
Q1 		– Sell
-6,200
Closed -$317K – 103
2019
Q4 		$317K Sell
6,200
-40,079
-87% -$1.9M 0.13% 52
2019
Q3 		$1.98M Buy
46,279
+65
+0.1% +$2.78K 0.76% 24
2019
Q2 		$2.02M Buy
46,214
+14
+0% +$624 0.88% 22
2019
Q1 		$1.95M Buy
+46,200
New +$1.94M 0.56% 21
2018
Q4 		– Sell
-6,229
Closed -$290K – 71
2018
Q3 		$290K Buy
6,229
+842
+16% +$41.1K 0.25% 33
2018
Q2 		$255K Buy
+5,387
New +$281K 0.15% 39

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Banco BTG Pactual's MS Position: Q2 2024 in Review

Banco BTG Pactual sold out of Morgan Stanley (MS) in Q2 2024, closing a stake of 10,000 shares — an estimated $933K sold.

Banco BTG Pactual first reported a position in MS in Q2 2018 and held it in 8 quarters. The position peaked at $2.02M in Q2 2019. 1,827 funds tracked by Wall St. Rank hold MS as of Q2 2024.

  • Banco BTG Pactual reported no remaining Morgan Stanley position as of Q2 2024 after selling out during the quarter.
  • Banco BTG Pactual sold 10,000 Morgan Stanley shares in Q2 2024, an estimated $933K.
  • Banco BTG Pactual first reported a position in Morgan Stanley in Q2 2018 and held it in 8 quarters.
  • Banco BTG Pactual's Morgan Stanley position peaked at $2.02M in Q2 2019.
  • 1,827 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2024.

Based on Banco BTG Pactual's 13F filing for Q2 2024, filed 14 Aug 2024.