Guidance Point Advisors’s Morgan Stanley MS Stock Holding History

Guidance Point Advisors’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	-693	Closed	-$67K	–	281
2021 Q3	$67K	Buy	+693	New	+$68.7K	0.02%	136

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

Guidance Point Advisors's MS Position: Q4 2021 in Review

Guidance Point Advisors sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 693 shares — an estimated $67K sold.

Guidance Point Advisors first reported a position in MS in Q3 2021 and held it in 1 quarter. The position peaked at $67K in Q3 2021. 1,713 funds tracked by Wall St. Rank hold MS as of Q4 2021.

Guidance Point Advisors reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 693 Morgan Stanley shares in Q4 2021, an estimated $67K.
Guidance Point Advisors first reported a position in Morgan Stanley in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Morgan Stanley position peaked at $67K in Q3 2021.
1,713 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.