FMA Advisory’s Morgan Stanley MS Stock Holding History

FMA 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 Q3	$3.62M	Sell	37,177 -1,693	-4%	-$168K	1.35%	22
2021 Q2	$3.56M	Sell	38,870 -965	-2%	-$82.7K	1.32%	23
2021 Q1	$3.09M	Buy	39,835 +4,130	+12%	+$317K	0.96%	33
2020 Q4	$2.45M	Buy	+35,705	New	+$2.05M	0.82%	43

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

FMA Advisory's MS Position: Q3 2021 in Review

FMA Advisory reduced its Morgan Stanley (MS) stake by 4.4% in Q3 2021, selling an estimated $168K and leaving 37,177 shares worth $3.62M. The position accounts for 1.35% of the portfolio, ranked #22.

FMA Advisory first reported a position in MS in Q4 2020 and has held it in 4 quarters since. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2021.

FMA Advisory held 37,177 shares of Morgan Stanley worth $3.62M as of Q3 2021.
FMA Advisory sold 1,693 Morgan Stanley shares in Q3 2021, an estimated $168K.
Morgan Stanley made up 1.35% of FMA Advisory's portfolio in Q3 2021, its #22 holding.
FMA Advisory first reported a position in Morgan Stanley in Q4 2020 and has held it in 4 quarters since.
1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.