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Globeflex Capital’s Morgan Stanley MS Stock Holding History

Globeflex Capital’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 		– Sell
-36
Closed -$3K – 478
2021
Q2 		$3K Hold
36
– – ﹤0.01% 438
2021
Q1 		$3K Hold
36
– – ﹤0.01% 435
2020
Q4 		$2K Hold
36
– – ﹤0.01% 459
2020
Q3 		$2K Hold
36
– – ﹤0.01% 454
2020
Q2 		$2K Hold
36
– – ﹤0.01% 477
2020
Q1 		$1K Hold
36
– – ﹤0.01% 498
2019
Q4 		$2K Hold
36
– – ﹤0.01% 490
2019
Q3 		$2K Hold
36
– – ﹤0.01% 477
2019
Q2 		$2K Buy
+36
New +$1.61K ﹤0.01% 472

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Globeflex Capital's MS Position: Q3 2021 in Review

Globeflex Capital sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 36 shares — an estimated $3K sold.

Globeflex Capital first reported a position in MS in Q2 2019 and held it in 9 quarters. The position peaked at $3K in Q2 2021. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Globeflex Capital reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
  • Globeflex Capital sold 36 Morgan Stanley shares in Q3 2021, an estimated $3K.
  • Globeflex Capital first reported a position in Morgan Stanley in Q2 2019 and held it in 9 quarters.
  • Globeflex Capital's Morgan Stanley position peaked at $3K in Q2 2021.
  • 1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Globeflex Capital's 13F filing for Q3 2021, filed 12 Nov 2021.