BBP
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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 – 227
2024
Q1 		$933K Sell
10,000
-10,263
-51% -$904K 0.29% 92
2023
Q4 		$1.9M Buy
+20,263
New +$1.62M 0.43% 58
2020
Q1 		– Sell
-6,200
Closed -$317K – 114
2019
Q4 		$317K Sell
6,200
-40,079
-87% -$1.9M 0.24% 52
2019
Q3 		$1.98M Buy
46,279
+65
+0.1% +$2.78K 1.8% 24
2019
Q2 		$2.02M Buy
46,214
+14
+0% +$624 1.01% 22
2019
Q1 		$1.95M Buy
+46,200
New +$1.94M 0.97% 21
2018
Q4 		– Sell
-6,229
Closed -$290K – 76
2018
Q3 		$290K Buy
6,229
+842
+16% +$41.1K 0.26% 33
2018
Q2 		$255K Buy
+5,387
New +$281K 0.16% 39

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return