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Certified Advisory Corp’s Morgan Stanley MS Stock Holding History

Certified Advisory Corp’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
-100
Closed -$8K – 533
2021
Q1 		$8K Buy
+100
New +$7.66K ﹤0.01% 623
2019
Q2 		– Sell
-120
Closed -$5K – 820
2019
Q1 		$5K Hold
120
– – ﹤0.01% 633
2018
Q4 		$5K Hold
120
– – ﹤0.01% 625
2018
Q3 		$6K Hold
120
– – ﹤0.01% 638
2018
Q2 		$6K Hold
120
– – ﹤0.01% 612
2018
Q1 		$6K Hold
120
– – ﹤0.01% 575
2017
Q4 		$6K Buy
+120
New +$6.07K ﹤0.01% 547

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

Certified Advisory Corp's MS Position: Q2 2021 in Review

Certified Advisory Corp sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 100 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in MS in Q4 2017 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

  • Certified Advisory Corp reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 100 Morgan Stanley shares in Q2 2021, an estimated $8K.
  • Certified Advisory Corp first reported a position in Morgan Stanley in Q4 2017 and held it in 7 quarters.
  • Certified Advisory Corp's Morgan Stanley position peaked at $8K in Q1 2021.
  • 1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.