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Phoenix Wealth Advisors’s Morgan Stanley MS Stock Holding History

Phoenix Wealth 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
Q4 		– Sell
-215
Closed -$21K – 273
2021
Q3 		$21K Hold
215
– – 0.02% 261
2021
Q2 		$19K Hold
215
– – 0.01% 262
2021
Q1 		$17K Buy
+215
New +$16.5K 0.01% 266

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

Phoenix Wealth Advisors's MS Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 215 shares — an estimated $21K sold.

Phoenix Wealth Advisors first reported a position in MS in Q1 2021 and held it in 3 quarters. The position peaked at $21K in Q3 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 215 Morgan Stanley shares in Q4 2021, an estimated $21K.
  • Phoenix Wealth Advisors first reported a position in Morgan Stanley in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Morgan Stanley position peaked at $21K in Q3 2021.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.