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Bellevue Asset Management’s Morgan Stanley MS Stock Holding History

Bellevue Asset Management’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
-44
Closed -$4K – 597
2021
Q2 		$4K Hold
44
– – ﹤0.01% 419
2021
Q1 		$3K Hold
44
– – ﹤0.01% 519
2020
Q4 		$3K Buy
44
+4
+10% +$230 ﹤0.01% 532
2020
Q3 		$2K Hold
40
– – ﹤0.01% 557
2020
Q2 		$2K Hold
40
– – ﹤0.01% 552
2020
Q1 		$2K Hold
40
– – ﹤0.01% 517
2019
Q4 		$2K Buy
+40
New +$1.89K ﹤0.01% 446

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Bellevue Asset Management's MS Position: Q3 2021 in Review

Bellevue Asset Management sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 44 shares — an estimated $4K sold.

Bellevue Asset Management first reported a position in MS in Q4 2019 and held it in 7 quarters. The position peaked at $4K in Q2 2021. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Bellevue Asset Management reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 44 Morgan Stanley shares in Q3 2021, an estimated $4K.
  • Bellevue Asset Management first reported a position in Morgan Stanley in Q4 2019 and held it in 7 quarters.
  • Bellevue Asset Management's Morgan Stanley position peaked at $4K in Q2 2021.
  • 1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Bellevue Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.