Perennial Advisors’s Morgan Stanley MS Stock Holding History

Perennial Advisors’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	–	Sell	-168	Closed	-$15K	–	202
2021 Q2	$15K	Hold	168	–	–	﹤0.01%	226
2021 Q1	$13K	Hold	168	–	–	﹤0.01%	224
2020 Q4	$12K	Buy	+168	New	+$9.64K	﹤0.01%	197
2020 Q3	–	Sell	-168	Closed	-$8K	–	155
2020 Q2	$8K	Buy	+168	New	+$7.06K	﹤0.01%	193
2019 Q1	–	Sell	-168	Closed	-$7K	–	145
2018 Q4	$7K	Hold	168	–	–	﹤0.01%	176
2018 Q3	$8K	Hold	168	–	–	﹤0.01%	173
2018 Q2	$8K	Hold	168	–	–	﹤0.01%	173
2018 Q1	$9K	Hold	168	–	–	0.01%	169
2017 Q4	$9K	Hold	168	–	–	0.01%	179
2017 Q3	$8K	Hold	168	–	–	0.01%	173
2017 Q2	$7K	Sell	168 -82	-33%	-$3.54K	0.01%	182
2017 Q1	$11K	Hold	250	–	–	0.01%	150
2016 Q4	$11K	Buy	+250	New	+$9.45K	0.01%	160

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perennial Advisors's MS Position: Q3 2021 in Review

Perennial Advisors sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 168 shares — an estimated $15K sold.

Perennial Advisors first reported a position in MS in Q4 2016 and held it in 13 quarters. The position peaked at $15K in Q2 2021. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2021.

Perennial Advisors reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 168 Morgan Stanley shares in Q3 2021, an estimated $15K.
Perennial Advisors first reported a position in Morgan Stanley in Q4 2016 and held it in 13 quarters.
Perennial Advisors's Morgan Stanley position peaked at $15K in Q2 2021.
1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.