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Garrett Wealth Advisory Group’s Morgan Stanley MS Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-99
Closed -$4.22K – 426
2019
Q3 		$4.22K Buy
+99
New +$4.23K ﹤0.01% 399

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Garrett Wealth Advisory Group's MS Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Morgan Stanley (MS) in Q4 2019, closing a stake of 99 shares — an estimated $4.22K sold.

Garrett Wealth Advisory Group first reported a position in MS in Q3 2019 and held it in 1 quarter. The position peaked at $4.22K in Q3 2019. 1,093 funds tracked by Wall St. Rank hold MS as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Morgan Stanley position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 99 Morgan Stanley shares in Q4 2019, an estimated $4.22K.
  • Garrett Wealth Advisory Group first reported a position in Morgan Stanley in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Morgan Stanley position peaked at $4.22K in Q3 2019.
  • 1,093 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.