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Hoover Financial Advisors’s Morgan Stanley MS Stock Holding History

Hoover Financial 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
Q2 		$6K Sell
64
-36
-36% -$3.09K ﹤0.01% 528
2021
Q1 		$8K Buy
+100
New +$7.66K ﹤0.01% 451

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
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
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

Hoover Financial Advisors's MS Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Morgan Stanley (MS) stake by 36% in Q2 2021, selling an estimated $3.09K and leaving 64 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Hoover Financial Advisors first reported a position in MS in Q1 2021 and has held it in 2 quarters since. The position peaked at $8K in Q1 2021. 1,545 funds tracked by Wall St. Rank hold MS as of Q2 2021.

  • Hoover Financial Advisors held 64 shares of Morgan Stanley worth $6K as of Q2 2021.
  • Hoover Financial Advisors sold 36 Morgan Stanley shares in Q2 2021, an estimated $3.09K.
  • Morgan Stanley made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #528 holding.
  • Hoover Financial Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 2 quarters since.
  • Hoover Financial Advisors's Morgan Stanley position peaked at $8K in Q1 2021.
  • 1,545 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.