Catalyst Private Wealth’s Morgan Stanley MS Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-314	Closed	-$15K	–	194
2020 Q3	$15K	Buy	+314	New	+$15.8K	0.01%	189

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Catalyst Private Wealth's MS Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Morgan Stanley (MS) in Q4 2020, closing a stake of 314 shares — an estimated $15K sold.

Catalyst Private Wealth first reported a position in MS in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 1,365 funds tracked by Wall St. Rank hold MS as of Q4 2020.

Catalyst Private Wealth reported no remaining Morgan Stanley position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 314 Morgan Stanley shares in Q4 2020, an estimated $15K.
Catalyst Private Wealth first reported a position in Morgan Stanley in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's Morgan Stanley position peaked at $15K in Q3 2020.
1,365 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.