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MS icon

Price Wealth’s Morgan Stanley MS Stock Holding History

Price Wealth’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
Q3 		$23K Buy
474
+236
+99% +$11.9K 0.01% 178
2020
Q2 		$11K Buy
+238
New +$9.99K ﹤0.01% 168
2018
Q3 		– Sell
-294
Closed -$14K – 341
2018
Q2 		$14K Buy
294
+156
+113% +$8.15K 0.01% 250
2018
Q1 		$7K Sell
138
-138
-50% -$7.64K ﹤0.01% 196
2017
Q4 		$14K Buy
+276
New +$14K 0.01% 149

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Price Wealth's MS Position: Q3 2020 in Review

Price Wealth increased its Morgan Stanley (MS) stake by 99% in Q3 2020, buying an estimated $11.9K and bringing the position to 474 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #178.

Price Wealth first reported a position in MS in Q4 2017 and has held it in 5 quarters since. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • Price Wealth held 474 shares of Morgan Stanley worth $23K as of Q3 2020.
  • Price Wealth bought 236 Morgan Stanley shares in Q3 2020, an estimated $11.9K.
  • Morgan Stanley made up 0.01% of Price Wealth's portfolio in Q3 2020, its #178 holding.
  • Price Wealth first reported a position in Morgan Stanley in Q4 2017 and has held it in 5 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.