Global Trust Asset Management’s Morgan Stanley MS Stock Holding History

Global Trust Asset Management’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	-2,900	Closed	-$282K	–	430
2021 Q3	$282K	Buy	+2,900	New	+$287K	0.13%	132
2019 Q1	–	Sell	-891	Closed	-$35K	–	423
2018 Q4	$35K	Hold	891	–	–	0.03%	203
2018 Q3	$41K	Hold	891	–	–	0.03%	223
2018 Q2	$42K	Hold	891	–	–	0.03%	213
2018 Q1	$48K	Hold	891	–	–	0.04%	196
2017 Q4	$47K	Buy	+891	New	+$45.1K	0.03%	212

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Trust Asset Management's MS Position: Q4 2021 in Review

Global Trust Asset Management sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 2,900 shares — an estimated $282K sold.

Global Trust Asset Management first reported a position in MS in Q4 2017 and held it in 6 quarters. The position peaked at $282K in Q3 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

Global Trust Asset Management reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
Global Trust Asset Management sold 2,900 Morgan Stanley shares in Q4 2021, an estimated $282K.
Global Trust Asset Management first reported a position in Morgan Stanley in Q4 2017 and held it in 6 quarters.
Global Trust Asset Management's Morgan Stanley position peaked at $282K in Q3 2021.
1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Global Trust Asset Management's 13F filing for Q4 2021, filed 18 Jan 2022.