Beck Bode LLC’s Morgan Stanley MS Stock Holding History

Beck Bode LLC’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 Q3	–	Sell	-500	Closed	-$46K	–	214
2021 Q2	$46K	Buy	+500	New	+$42.9K	0.01%	136
2020 Q4	–	Sell	-850	Closed	-$41K	–	171
2020 Q3	$41K	Buy	+850	New	+$42.8K	0.01%	115

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beck Bode LLC's MS Position: Q3 2021 in Review

Beck Bode LLC sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 500 shares — an estimated $46K sold.

Beck Bode LLC first reported a position in MS in Q3 2020 and held it in 2 quarters. The position peaked at $46K in Q2 2021. 1,586 funds tracked by Wall St. Rank hold MS as of Q3 2021.

Beck Bode LLC reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
Beck Bode LLC sold 500 Morgan Stanley shares in Q3 2021, an estimated $46K.
Beck Bode LLC first reported a position in Morgan Stanley in Q3 2020 and held it in 2 quarters.
Beck Bode LLC's Morgan Stanley position peaked at $46K in Q2 2021.
1,586 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Beck Bode LLC's 13F filing for Q3 2021, filed 22 Oct 2021.