INVST’s Morgan Stanley MS Stock Holding History

INVST’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	-4,346	Closed	-$423K	–	207
2021 Q3	$423K	Buy	4,346 +267	+7%	+$26.5K	0.07%	122
2021 Q2	$372K	Buy	4,079 +949	+30%	+$81.4K	0.06%	129
2021 Q1	$258K	Buy	+3,130	New	+$240K	0.04%	166

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

INVST's MS Position: Q4 2021 in Review

INVST sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 4,346 shares — an estimated $423K sold.

INVST first reported a position in MS in Q1 2021 and held it in 3 quarters. The position peaked at $423K in Q3 2021. 1,713 funds tracked by Wall St. Rank hold MS as of Q4 2021.

INVST reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
INVST sold 4,346 Morgan Stanley shares in Q4 2021, an estimated $423K.
INVST first reported a position in Morgan Stanley in Q1 2021 and held it in 3 quarters.
INVST's Morgan Stanley position peaked at $423K in Q3 2021.
1,713 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on INVST's 13F filing for Q4 2021, filed 25 Feb 2022.