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Lucia Wealth Services’s Morgan Stanley MS Stock Holding History

Lucia Wealth Services’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
2019
Q3 		– Sell
-21,319
Closed -$934K – 172
2019
Q2 		$934K Sell
21,319
-3,413
-14% -$152K 0.32% 60
2019
Q1 		$1.04M Buy
24,732
+2,349
+10% +$98.9K 0.36% 62
2018
Q4 		$887K Buy
+22,383
New +$977K 0.42% 56

Other funds holding MS

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State Street
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lucia Wealth Services's MS Position: Q3 2019 in Review

Lucia Wealth Services sold out of Morgan Stanley (MS) in Q3 2019, closing a stake of 21,319 shares — an estimated $934K sold.

Lucia Wealth Services first reported a position in MS in Q4 2018 and held it in 3 quarters. The position peaked at $1.04M in Q1 2019. 1,014 funds tracked by Wall St. Rank hold MS as of Q3 2019.

  • Lucia Wealth Services reported no remaining Morgan Stanley position as of Q3 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 21,319 Morgan Stanley shares in Q3 2019, an estimated $934K.
  • Lucia Wealth Services first reported a position in Morgan Stanley in Q4 2018 and held it in 3 quarters.
  • Lucia Wealth Services's Morgan Stanley position peaked at $1.04M in Q1 2019.
  • 1,014 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2019.

Based on Lucia Wealth Services's 13F filing for Q3 2019, filed 9 Oct 2019.