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Bel Air Investment Advisors’s Morgan Stanley MS Stock Holding History

Bel Air Investment 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
Q2 		$265K Sell
2,892
-6,625
-70% -$568K 0.01% 332
2021
Q1 		$739K Buy
+9,517
New +$729K 0.02% 225

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bel Air Investment Advisors's MS Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Morgan Stanley (MS) stake by 70% in Q2 2021, selling an estimated $568K and leaving 2,892 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #332.

Bel Air Investment Advisors first reported a position in MS in Q1 2021 and has held it in 2 quarters since. The position peaked at $739K in Q1 2021. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

  • Bel Air Investment Advisors held 2,892 shares of Morgan Stanley worth $265K as of Q2 2021.
  • Bel Air Investment Advisors sold 6,625 Morgan Stanley shares in Q2 2021, an estimated $568K.
  • Morgan Stanley made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #332 holding.
  • Bel Air Investment Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Morgan Stanley position peaked at $739K in Q1 2021.
  • 1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.