Ironwood Financial’s Morgan Stanley MS Stock Holding History

Ironwood Financial’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	-128	Closed	-$12K	–	381
2021 Q3	$12K	Hold	128	–	–	﹤0.01%	348
2021 Q2	$12K	Hold	128	–	–	﹤0.01%	347
2021 Q1	$10K	Hold	128	–	–	﹤0.01%	340
2020 Q4	$9K	Hold	128	–	–	﹤0.01%	328
2020 Q3	$6K	Hold	128	–	–	﹤0.01%	310
2020 Q2	$6K	Buy	128 +1	+0.8%	+$42	﹤0.01%	295
2020 Q1	$4K	Sell	127 -1	-0.8%	-$47	﹤0.01%	290
2019 Q4	$7K	Buy	128 +1	+0.8%	+$47	﹤0.01%	293
2019 Q3	$5K	Hold	127	–	–	﹤0.01%	313
2019 Q2	$6K	Sell	127 -1	-0.8%	-$45	﹤0.01%	310
2019 Q1	$5K	Hold	128	–	–	﹤0.01%	312
2018 Q4	$5K	Hold	128	–	–	﹤0.01%	302
2018 Q3	$6K	Hold	128	–	–	﹤0.01%	294
2018 Q2	$6K	Hold	128	–	–	﹤0.01%	227
2018 Q1	$7K	Hold	128	–	–	0.01%	186
2017 Q4	$7K	Hold	128	–	–	﹤0.01%	194
2017 Q3	$6K	Hold	128	–	–	﹤0.01%	205
2017 Q2	$6K	Hold	128	–	–	﹤0.01%	202
2017 Q1	$5K	Hold	128	–	–	﹤0.01%	207
2016 Q4	$5K	Buy	+128	New	+$4.84K	﹤0.01%	207
2015 Q1	–	Sell	-11	Closed	–	–	398
2014 Q4	$0	Buy	+11	New	+$391	﹤0.01%	365

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

Ironwood Financial's MS Position: Q4 2021 in Review

Ironwood Financial sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 128 shares — an estimated $12K sold.

Ironwood Financial first reported a position in MS in Q4 2014 and held it in 21 quarters. The position peaked at $12K in Q3 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

Ironwood Financial reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 128 Morgan Stanley shares in Q4 2021, an estimated $12K.
Ironwood Financial first reported a position in Morgan Stanley in Q4 2014 and held it in 21 quarters.
Ironwood Financial's Morgan Stanley position peaked at $12K in Q3 2021.
1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.