PWM
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Provident Wealth Management’s Morgan Stanley MS Stock Holding History

Provident 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 		– Sell
-88
Closed -$4K – 188
2020
Q3 		$4K Buy
+88
New +$4.43K ﹤0.01% 211

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State Street
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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

Provident Wealth Management's MS Position: Q4 2020 in Review

Provident Wealth Management sold out of Morgan Stanley (MS) in Q4 2020, closing a stake of 88 shares — an estimated $4K sold.

Provident Wealth Management first reported a position in MS in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 1,365 funds tracked by Wall St. Rank hold MS as of Q4 2020.

  • Provident Wealth Management reported no remaining Morgan Stanley position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 88 Morgan Stanley shares in Q4 2020, an estimated $4K.
  • Provident Wealth Management first reported a position in Morgan Stanley in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Morgan Stanley position peaked at $4K in Q3 2020.
  • 1,365 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.