BRR OpCo’s Morgan Stanley MS Stock Holding History

BRR OpCo’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	–	Sell	-2,859	Closed	-$222K	–	234
2021 Q1	$222K	Buy	+2,859	New	+$219K	0.03%	204

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

BRR OpCo's MS Position: Q2 2021 in Review

BRR OpCo sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 2,859 shares — an estimated $222K sold.

BRR OpCo first reported a position in MS in Q1 2021 and held it in 1 quarter. The position peaked at $222K in Q1 2021. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

BRR OpCo reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
BRR OpCo sold 2,859 Morgan Stanley shares in Q2 2021, an estimated $222K.
BRR OpCo first reported a position in Morgan Stanley in Q1 2021 and held it in 1 quarter.
BRR OpCo's Morgan Stanley position peaked at $222K in Q1 2021.
1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on BRR OpCo's 13F filing for Q2 2021, filed 9 Aug 2021.