Legacy Wealth Partners (California)’s Morgan Stanley MS Stock Holding History

Legacy Wealth Partners (California)’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	$1.12M	Buy	+12,178	New	+$1.04M	0.62%	42

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Partners (California)'s MS Position: Q2 2021 in Review

Legacy Wealth Partners (California) opened a new position in Morgan Stanley (MS) in Q2 2021: 12,178 shares worth $1.12M. The stake represents 0.62% of the portfolio and ranks #42 among its holdings.

1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

Legacy Wealth Partners (California) held 12,178 shares of Morgan Stanley worth $1.12M as of Q2 2021.
Morgan Stanley was a new Legacy Wealth Partners (California) position in Q2 2021.
Morgan Stanley made up 0.62% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #42 holding.
1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.