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Point View Wealth Management’s Morgan Stanley MS Stock Holding History

Point View 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
2020
Q4 		$567K Buy
8,277
+3,631
+78% +$208K 0.23% 142
2020
Q3 		$225K Buy
4,646
+239
+5% +$12K 0.11% 226
2020
Q2 		$213K Buy
+4,407
New +$185K 0.1% 226
2020
Q1 		– Sell
-4,606
Closed -$235K – 272
2019
Q4 		$235K Buy
+4,606
New +$218K 0.1% 228
2019
Q3 		– Sell
-4,606
Closed -$202K – 276
2019
Q2 		$202K Sell
4,606
-549
-11% -$24.5K 0.09% 244
2019
Q1 		$218K Buy
+5,155
New +$217K 0.1% 231

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Point View Wealth Management's MS Position: Q4 2020 in Review

Point View Wealth Management increased its Morgan Stanley (MS) stake by 78% in Q4 2020, buying an estimated $208K and bringing the position to 8,277 shares worth $567K. The position accounts for 0.23% of the portfolio, ranked #142.

Point View Wealth Management first reported a position in MS in Q1 2019 and has held it in 6 quarters since. 1,365 funds tracked by Wall St. Rank hold MS as of Q4 2020.

  • Point View Wealth Management held 8,277 shares of Morgan Stanley worth $567K as of Q4 2020.
  • Point View Wealth Management bought 3,631 Morgan Stanley shares in Q4 2020, an estimated $208K.
  • Morgan Stanley made up 0.23% of Point View Wealth Management's portfolio in Q4 2020, its #142 holding.
  • Point View Wealth Management first reported a position in Morgan Stanley in Q1 2019 and has held it in 6 quarters since.
  • 1,365 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.