Brewin Dolphin Wealth Management’s Morgan Stanley MS Stock Holding History

Brewin Dolphin Wealth 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
2022 Q2	$61K	Hold	800	–	–	0.01%	176
2022 Q1	$70K	Hold	800	–	–	0.01%	177
2021 Q4	$79K	Hold	800	–	–	0.01%	169
2021 Q3	$77.8K	Hold	800	–	–	0.01%	170
2021 Q2	$73.4K	Hold	800	–	–	0.01%	168
2021 Q1	$62.1K	Hold	800	–	–	0.01%	161
2020 Q4	$54.8K	Hold	800	–	–	0.01%	160
2020 Q3	$38.7K	Buy	800 +460	+135%	+$23.2K	0.01%	177
2020 Q2	$16.4K	Buy	+340	New	+$14.3K	﹤0.01%	229

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brewin Dolphin Wealth Management's MS Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Morgan Stanley (MS) position steady in Q2 2022 at 800 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #176.

Brewin Dolphin Wealth Management first reported a position in MS in Q2 2020 and has held it in 9 quarters since. The position peaked at $79K in Q4 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

Brewin Dolphin Wealth Management held 800 shares of Morgan Stanley worth $61K as of Q2 2022.
Brewin Dolphin Wealth Management left its Morgan Stanley share count unchanged in Q2 2022.
Morgan Stanley made up 0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #176 holding.
Brewin Dolphin Wealth Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 9 quarters since.
Brewin Dolphin Wealth Management's Morgan Stanley position peaked at $79K in Q4 2021.
1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.