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Emerald Advisors’s Morgan Stanley MS Stock Holding History

Emerald Advisors’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 		– Sell
-6,840
Closed -$666K – 106
2021
Q3 		$666K Sell
6,840
-1,930
-22% -$191K 0.19% 41
2021
Q2 		$804K Buy
8,770
+2,073
+31% +$178K 0.25% 35
2021
Q1 		$520K Sell
6,697
-1,777
-21% -$136K 0.19% 39
2020
Q4 		$581K Buy
+8,474
New +$486K 0.2% 33

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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

Emerald Advisors's MS Position: Q4 2021 in Review

Emerald Advisors sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 6,840 shares — an estimated $666K sold.

Emerald Advisors first reported a position in MS in Q4 2020 and held it in 4 quarters. The position peaked at $804K in Q2 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Emerald Advisors reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
  • Emerald Advisors sold 6,840 Morgan Stanley shares in Q4 2021, an estimated $666K.
  • Emerald Advisors first reported a position in Morgan Stanley in Q4 2020 and held it in 4 quarters.
  • Emerald Advisors's Morgan Stanley position peaked at $804K in Q2 2021.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Emerald Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.