Howard Wealth Management’s Morgan Stanley MS Stock Holding History

Howard 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 Q1	–	Sell	-619	Closed	-$31K	–	345
2019 Q4	$31K	Buy	+619	New	+$29.3K	0.03%	241

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Howard Wealth Management's MS Position: Q1 2020 in Review

Howard Wealth Management sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 619 shares — an estimated $31K sold.

Howard Wealth Management first reported a position in MS in Q4 2019 and held it in 1 quarter. The position peaked at $31K in Q4 2019. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

Howard Wealth Management reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 619 Morgan Stanley shares in Q1 2020, an estimated $31K.
Howard Wealth Management first reported a position in Morgan Stanley in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Morgan Stanley position peaked at $31K in Q4 2019.
1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.