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Berman Capital Advisors’s Morgan Stanley MS Stock Holding History

Berman Capital 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
Q3 		$224K Buy
2,315
+65
+3% +$6.44K 0.04% 243
2021
Q2 		$205K Hold
2,250
– – 0.03% 230
2021
Q1 		$174K Buy
2,250
+125
+6% +$9.58K 0.04% 208
2020
Q4 		$145K Buy
2,125
+564
+36% +$32.4K 0.03% 205
2020
Q3 		$74K Sell
1,561
-503
-24% -$25.3K 0.02% 266
2020
Q2 		$98K Buy
2,064
+274
+15% +$11.5K 0.03% 226
2020
Q1 		$59K Buy
1,790
+524
+41% +$24.7K 0.02% 264
2019
Q4 		$64K Buy
1,266
+3
+0.2% +$142 0.02% 283
2019
Q3 		$53K Sell
1,263
-274
-18% -$11.7K 0.02% 292
2019
Q2 		$67K Buy
1,537
+659
+75% +$29.4K 0.02% 260
2019
Q1 		$37K Sell
878
-325
-27% -$13.7K 0.01% 322
2018
Q4 		$46K Buy
+1,203
New +$52.5K 0.02% 261

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

Berman Capital Advisors's MS Position: Q3 2021 in Review

Berman Capital Advisors increased its Morgan Stanley (MS) stake by 2.9% in Q3 2021, buying an estimated $6.44K and bringing the position to 2,315 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #243.

Berman Capital Advisors first reported a position in MS in Q4 2018 and has held it in 12 quarters since. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Berman Capital Advisors held 2,315 shares of Morgan Stanley worth $224K as of Q3 2021.
  • Berman Capital Advisors bought 65 Morgan Stanley shares in Q3 2021, an estimated $6.44K.
  • Morgan Stanley made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #243 holding.
  • Berman Capital Advisors first reported a position in Morgan Stanley in Q4 2018 and has held it in 12 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.