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Personal Wealth Partners’s Morgan Stanley MS Stock Holding History

Personal Wealth 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
2020
Q1 		– Sell
-62
Closed -$3K – 397
2019
Q4 		$3K Hold
62
– – ﹤0.01% 319
2019
Q3 		$3K Buy
+62
New +$2.65K ﹤0.01% 325

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's MS Position: Q1 2020 in Review

Personal Wealth Partners sold out of Morgan Stanley (MS) in Q1 2020, closing a stake of 62 shares — an estimated $3K sold.

Personal Wealth Partners first reported a position in MS in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Personal Wealth Partners reported no remaining Morgan Stanley position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 62 Morgan Stanley shares in Q1 2020, an estimated $3K.
  • Personal Wealth Partners first reported a position in Morgan Stanley in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Morgan Stanley position peaked at $3K in Q4 2019.
  • 1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.