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Parisi Gray Wealth Management’s Morgan Stanley MS Stock Holding History

Parisi Gray Wealth 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
2018
Q1 		– Sell
-165
Closed -$9K – 639
2017
Q4 		$9K Buy
+165
New +$8.34K 0.01% 469

Other funds holding MS

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Parisi Gray Wealth Management's MS Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of Morgan Stanley (MS) in Q1 2018, closing a stake of 165 shares — an estimated $9K sold.

Parisi Gray Wealth Management first reported a position in MS in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 1,038 funds tracked by Wall St. Rank hold MS as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining Morgan Stanley position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 165 Morgan Stanley shares in Q1 2018, an estimated $9K.
  • Parisi Gray Wealth Management first reported a position in Morgan Stanley in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Morgan Stanley position peaked at $9K in Q4 2017.
  • 1,038 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.