Regal Wealth Group’s Morgan Stanley MS Stock Holding History

Regal Wealth Group’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 Q1	–	Sell	-1,568	Closed	-$107K	–	260
2020 Q4	$107K	Hold	1,568	–	–	0.07%	61
2020 Q3	$76K	Hold	1,568	–	–	0.06%	68
2020 Q2	$76K	Hold	1,568	–	–	0.06%	65
2020 Q1	$53K	Hold	1,568	–	–	0.05%	67
2019 Q4	$80K	Hold	1,568	–	–	0.05%	66
2019 Q3	$67K	Hold	1,568	–	–	0.05%	65
2019 Q2	$69K	Hold	1,568	–	–	0.05%	70
2019 Q1	$66K	Hold	1,568	–	–	0.05%	69
2018 Q4	$62K	Hold	1,568	–	–	0.06%	64
2018 Q3	$73K	Hold	1,568	–	–	0.05%	64
2018 Q2	$74K	Hold	1,568	–	–	0.08%	64
2018 Q1	$85K	Hold	1,568	–	–	0.07%	58
2017 Q4	$82K	Hold	1,568	–	–	0.06%	61
2017 Q3	$76K	Hold	1,568	–	–	0.06%	61
2017 Q2	$70K	Hold	1,568	–	–	0.05%	63
2017 Q1	$67K	Hold	1,568	–	–	0.05%	65
2016 Q4	$66K	Hold	1,568	–	–	0.05%	64
2016 Q3	$50K	Hold	1,568	–	–	0.05%	63
2016 Q2	$41K	Hold	1,568	–	–	0.04%	69
2016 Q1	$39K	Hold	1,568	–	–	0.04%	70
2015 Q4	$50K	Buy	+1,568	New	+$52.1K	0.05%	63

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Regal Wealth Group's MS Position: Q1 2021 in Review

Regal Wealth Group sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 1,568 shares — an estimated $107K sold.

Regal Wealth Group first reported a position in MS in Q4 2015 and held it in 21 quarters. The position peaked at $107K in Q4 2020. 1,513 funds tracked by Wall St. Rank hold MS as of Q1 2021.

Regal Wealth Group reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
Regal Wealth Group sold 1,568 Morgan Stanley shares in Q1 2021, an estimated $107K.
Regal Wealth Group first reported a position in Morgan Stanley in Q4 2015 and held it in 21 quarters.
Regal Wealth Group's Morgan Stanley position peaked at $107K in Q4 2020.
1,513 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on Regal Wealth Group's 13F filing for Q1 2021, filed 12 Apr 2021.