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Mosaic Family Wealth’s Morgan Stanley MS Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-5,000
Closed -$223K – 949
2017
Q2 		$223K Buy
+5,000
New +$216K 0.09% 165

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mosaic Family Wealth's MS Position: Q4 2021 in Review

Mosaic Family Wealth reduced its Morgan Stanley (MS) stake by 11% in Q4 2021, selling an estimated $58.8K and leaving 4,810 shares worth $472K. The position accounts for 0.12% of the portfolio, ranked #108.

Mosaic Family Wealth first reported a position in MS in Q4 2015 and has held it in 16 quarters since. The position peaked at $688K in Q3 2017. 1,713 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Mosaic Family Wealth held 4,810 shares of Morgan Stanley worth $472K as of Q4 2021.
  • Mosaic Family Wealth sold 590 Morgan Stanley shares in Q4 2021, an estimated $58.8K.
  • Morgan Stanley made up 0.12% of Mosaic Family Wealth's portfolio in Q4 2021, its #108 holding.
  • Mosaic Family Wealth first reported a position in Morgan Stanley in Q4 2015 and has held it in 16 quarters since.
  • Mosaic Family Wealth's Morgan Stanley position peaked at $688K in Q3 2017.
  • 1,713 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.