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Optimal Asset Management’s Morgan Stanley MS Stock Holding History

Optimal Asset Management’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
Q3 		$1.62M Buy
16,660
+20
+0.1% +$1.98K 0.2% 169
2021
Q2 		$1.53M Hold
16,640
– – 0.18% 191
2021
Q1 		$1.29M Buy
16,640
+10,092
+154% +$773K 0.17% 204
2020
Q4 		$449K Buy
6,548
+9
+0.1% +$516 0.06% 354
2020
Q3 		$316K Buy
+6,539
New +$329K 0.05% 377

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimal Asset Management's MS Position: Q3 2021 in Review

Optimal Asset Management increased its Morgan Stanley (MS) stake by 0.12% in Q3 2021, buying an estimated $1.98K and bringing the position to 16,660 shares worth $1.62M. The position accounts for 0.2% of the portfolio, ranked #169.

Optimal Asset Management first reported a position in MS in Q3 2020 and has held it in 5 quarters since. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Optimal Asset Management held 16,660 shares of Morgan Stanley worth $1.62M as of Q3 2021.
  • Optimal Asset Management bought 20 Morgan Stanley shares in Q3 2021, an estimated $1.98K.
  • Morgan Stanley made up 0.2% of Optimal Asset Management's portfolio in Q3 2021, its #169 holding.
  • Optimal Asset Management first reported a position in Morgan Stanley in Q3 2020 and has held it in 5 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.