FormulaFolio Investments’s Morgan Stanley MS Stock Holding History

FormulaFolio Investments’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	-200	Closed	-$17K	–	505
2021 Q1	$17K	Sell	200 -3,793	-95%	-$291K	0.01%	200
2020 Q4	$274K	Buy	+3,993	New	+$229K	0.01%	549
2020 Q1	–	Sell	-4,112	Closed	-$210K	–	339
2019 Q4	$210K	Buy	+4,112	New	+$195K	0.01%	346
2019 Q2	–	Sell	-4,830	Closed	-$204K	–	340
2019 Q1	$204K	Sell	4,830 -717	-13%	-$30.2K	0.01%	319
2018 Q4	$258K	Hold	5,547	–	–	0.01%	286
2018 Q3	$258K	Sell	5,547 -12,919	-70%	-$631K	0.01%	286
2018 Q2	$875K	Buy	+18,466	New	+$965K	0.04%	142
2017 Q3	–	Sell	-14,620	Closed	-$651K	–	235
2017 Q2	$651K	Buy	+14,620	New	+$630K	0.06%	106

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

FormulaFolio Investments's MS Position: Q2 2021 in Review

FormulaFolio Investments sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 200 shares — an estimated $17K sold.

FormulaFolio Investments first reported a position in MS in Q2 2017 and held it in 8 quarters. The position peaked at $875K in Q2 2018. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

FormulaFolio Investments reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
FormulaFolio Investments sold 200 Morgan Stanley shares in Q2 2021, an estimated $17K.
FormulaFolio Investments first reported a position in Morgan Stanley in Q2 2017 and held it in 8 quarters.
FormulaFolio Investments's Morgan Stanley position peaked at $875K in Q2 2018.
1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.