COWA LLC’s Morgan Stanley MS Stock Holding History

COWA LLC’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 Q1	–	Sell	-64	Closed	-$5K	–	390
2020 Q4	$5K	Buy	+64	New	+$3.67K	﹤0.01%	358

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

COWA LLC's MS Position: Q1 2021 in Review

COWA LLC sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 64 shares — an estimated $5K sold.

COWA LLC first reported a position in MS in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 1,514 funds tracked by Wall St. Rank hold MS as of Q1 2021.

COWA LLC reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
COWA LLC sold 64 Morgan Stanley shares in Q1 2021, an estimated $5K.
COWA LLC first reported a position in Morgan Stanley in Q4 2020 and held it in 1 quarter.
COWA LLC's Morgan Stanley position peaked at $5K in Q4 2020.
1,514 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on COWA LLC's 13F filing for Q1 2021, filed 5 May 2021.