RBA Wealth Management’s Morgan Stanley MS Stock Holding History

RBA 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
2021 Q2	–	Sell	-124	Closed	-$9.66K	–	200
2021 Q1	$9.66K	Buy	+124	New	+$9.5K	0.01%	147

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

RBA Wealth Management's MS Position: Q2 2021 in Review

RBA Wealth Management sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 124 shares — an estimated $9.66K sold.

RBA Wealth Management first reported a position in MS in Q1 2021 and held it in 1 quarter. The position peaked at $9.66K in Q1 2021. 1,545 funds tracked by Wall St. Rank hold MS as of Q2 2021.

RBA Wealth Management reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
RBA Wealth Management sold 124 Morgan Stanley shares in Q2 2021, an estimated $9.66K.
RBA Wealth Management first reported a position in Morgan Stanley in Q1 2021 and held it in 1 quarter.
RBA Wealth Management's Morgan Stanley position peaked at $9.66K in Q1 2021.
1,545 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.