Pinnacle Wealth Advisors’s Morgan Stanley MS Stock Holding History

Pinnacle 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 Q2	$416K	Buy	+4,537	New	+$389K	0.02%	283

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Pinnacle Wealth Advisors's MS Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Morgan Stanley (MS) in Q2 2021: 4,537 shares worth $416K. The stake represents 0.02% of the portfolio and ranks #283 among its holdings.

1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

Pinnacle Wealth Advisors held 4,537 shares of Morgan Stanley worth $416K as of Q2 2021.
Morgan Stanley was a new Pinnacle Wealth Advisors position in Q2 2021.
Morgan Stanley made up 0.02% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #283 holding.
1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.