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

PRW 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
Q3 		– Sell
-5,093
Closed -$246K – 83
2020
Q2 		$246K Buy
+5,093
New +$214K 0.2% 64
2019
Q2 		– Sell
-1,101
Closed -$46K – 438
2019
Q1 		$46K Hold
1,101
– – 0.04% 147
2018
Q4 		$43K Buy
+1,101
New +$48K 0.05% 148

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

PRW Wealth Management's MS Position: Q3 2020 in Review

PRW Wealth Management sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 5,093 shares — an estimated $246K sold.

PRW Wealth Management first reported a position in MS in Q4 2018 and held it in 3 quarters. The position peaked at $246K in Q2 2020. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • PRW Wealth Management reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
  • PRW Wealth Management sold 5,093 Morgan Stanley shares in Q3 2020, an estimated $246K.
  • PRW Wealth Management first reported a position in Morgan Stanley in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Morgan Stanley position peaked at $246K in Q2 2020.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on PRW Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.