CSat Investment Advisory’s Morgan Stanley MS Stock Holding History

CSat Investment Advisory’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	$6K	Sell	78 -24	-24%	-$1.84K	0.01%	483
2020 Q4	$7K	Sell	102 -4,315	-98%	-$248K	0.01%	462
2020 Q3	$214K	Sell	4,417 -4,330	-50%	-$218K	0.02%	267
2020 Q2	$422K	Sell	8,747 -6,779	-44%	-$285K	0.05%	198
2020 Q1	$528K	Buy	15,526 +2,558	+20%	+$120K	0.11%	125
2019 Q4	$663K	Buy	12,968 +2,095	+19%	+$99.2K	0.17%	103
2019 Q3	$464K	Buy	10,873 +2,228	+26%	+$95.2K	0.15%	137
2019 Q2	$379K	Buy	8,645 +3,875	+81%	+$173K	0.13%	117
2019 Q1	$201K	Buy	4,770 +2,000	+72%	+$84.2K	0.1%	126
2018 Q4	$110K	Buy	2,770 +356	+15%	+$15.5K	0.07%	138
2018 Q3	$112K	Buy	2,414 +267	+12%	+$13K	0.06%	137
2018 Q2	$102K	Buy	+2,147	New	+$112K	0.05%	157

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

CSat Investment Advisory's MS Position: Q1 2021 in Review

CSat Investment Advisory reduced its Morgan Stanley (MS) stake by 24% in Q1 2021, selling an estimated $1.84K and leaving 78 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #483.

CSat Investment Advisory first reported a position in MS in Q2 2018 and has held it in 12 quarters since. The position peaked at $663K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold MS as of Q1 2021.

CSat Investment Advisory held 78 shares of Morgan Stanley worth $6K as of Q1 2021.
CSat Investment Advisory sold 24 Morgan Stanley shares in Q1 2021, an estimated $1.84K.
Morgan Stanley made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #483 holding.
CSat Investment Advisory first reported a position in Morgan Stanley in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Morgan Stanley position peaked at $663K in Q4 2019.
1,514 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.