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Crescent Capital Consulting’s Morgan Stanley MS Stock Holding History

Crescent Capital Consulting’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
Q4 		$58K Hold
594
– – 0.01% 283
2021
Q3 		$58K Hold
594
– – 0.01% 284
2021
Q2 		$54K Hold
594
– – 0.01% 271
2021
Q1 		$46K Hold
594
– – 0.01% 289
2020
Q4 		$41K Buy
+594
New +$34.1K 0.01% 266

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Fidelity Investments
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JP Morgan Chase
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Wellington Management Group
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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crescent Capital Consulting's MS Position: Q4 2021 in Review

Crescent Capital Consulting held its Morgan Stanley (MS) position steady in Q4 2021 at 594 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #283.

Crescent Capital Consulting first reported a position in MS in Q4 2020 and has held it in 5 quarters since. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Crescent Capital Consulting held 594 shares of Morgan Stanley worth $58K as of Q4 2021.
  • Crescent Capital Consulting left its Morgan Stanley share count unchanged in Q4 2021.
  • Morgan Stanley made up 0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #283 holding.
  • Crescent Capital Consulting first reported a position in Morgan Stanley in Q4 2020 and has held it in 5 quarters since.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.