FP
MS icon

Fiduciary Planning’s Morgan Stanley MS Stock Holding History

Fiduciary Planning’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
-207
Closed -$16K – 188
2021
Q1 		$16K Buy
207
+1
+0.5% +$77 0.02% 125
2020
Q4 		$14K Buy
206
+2
+1% +$115 0.02% 132
2020
Q3 		$10K Buy
+204
New +$10.3K 0.02% 109

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

Fiduciary Planning's MS Position: Q2 2021 in Review

Fiduciary Planning sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 207 shares — an estimated $16K sold.

Fiduciary Planning first reported a position in MS in Q3 2020 and held it in 3 quarters. The position peaked at $16K in Q1 2021. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

  • Fiduciary Planning reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 207 Morgan Stanley shares in Q2 2021, an estimated $16K.
  • Fiduciary Planning first reported a position in Morgan Stanley in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Morgan Stanley position peaked at $16K in Q1 2021.
  • 1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.