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NexWave Capital Partners’s Morgan Stanley MS Stock Holding History

NexWave Capital Partners’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 		$785K Sell
8,000
-3,208
-29% -$320K 1.82% 19
2021
Q3 		$1.09M Hold
11,208
– – 2.81% 14
2021
Q2 		$1.03M Hold
11,208
– – 1.97% 15
2021
Q1 		$870K Buy
11,208
+7,208
+180% +$552K 1.08% 22
2020
Q4 		$274K Buy
+4,000
New +$230K 0.43% 38

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

NexWave Capital Partners's MS Position: Q4 2021 in Review

NexWave Capital Partners reduced its Morgan Stanley (MS) stake by 29% in Q4 2021, selling an estimated $320K and leaving 8,000 shares worth $785K. The position accounts for 1.82% of the portfolio, ranked #19.

NexWave Capital Partners first reported a position in MS in Q4 2020 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2021. 1,713 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • NexWave Capital Partners held 8,000 shares of Morgan Stanley worth $785K as of Q4 2021.
  • NexWave Capital Partners sold 3,208 Morgan Stanley shares in Q4 2021, an estimated $320K.
  • Morgan Stanley made up 1.82% of NexWave Capital Partners's portfolio in Q4 2021, its #19 holding.
  • NexWave Capital Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 5 quarters since.
  • NexWave Capital Partners's Morgan Stanley position peaked at $1.09M in Q3 2021.
  • 1,713 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on NexWave Capital Partners's 13F filing for Q4 2021, filed 10 Feb 2022.