HGWM
MS icon

Harvest Group Wealth Management’s Morgan Stanley MS Stock Holding History

Harvest Group Wealth 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
2020
Q3 		– Sell
-75
Closed -$3K – 733
2020
Q2 		$3K Buy
+75
New +$3.15K ﹤0.01% 281

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Group Wealth Management's MS Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 75 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in MS in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 75 Morgan Stanley shares in Q3 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Morgan Stanley in Q2 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's Morgan Stanley position peaked at $3K in Q2 2020.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.