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

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return