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Reilly Financial Advisors’s Morgan Stanley MS Stock Holding History

Reilly Financial Advisors’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
Q4 		$117K Buy
1,189
+73
+7% +$7.27K 0.01% 262
2021
Q3 		$109K Hold
1,116
– – 0.01% 254
2021
Q2 		$102K Buy
1,116
+323
+41% +$27.7K 0.01% 270
2021
Q1 		$62K Buy
793
+52
+7% +$3.98K 0.01% 322
2020
Q4 		$51K Buy
741
+585
+375% +$33.6K ﹤0.01% 331
2020
Q3 		$8K Sell
156
-41
-21% -$2.06K ﹤0.01% 608
2020
Q2 		$10K Hold
197
– – ﹤0.01% 585
2020
Q1 		$7K Sell
197
-165
-46% -$7.77K ﹤0.01% 621
2019
Q4 		$19K Hold
362
– – ﹤0.01% 512
2019
Q3 		$15K Sell
362
-672
-65% -$28.7K ﹤0.01% 564
2019
Q2 		$45K Sell
1,034
-618
-37% -$27.6K 0.01% 374
2019
Q1 		$70K Sell
1,652
-150
-8% -$6.31K 0.01% 291
2018
Q4 		$71K Buy
1,802
+165
+10% +$7.2K 0.01% 271
2018
Q3 		$76K Buy
1,637
+1,272
+348% +$62.1K 0.01% 289
2018
Q2 		$17K Hold
365
– – ﹤0.01% 552
2018
Q1 		$20K Buy
365
+165
+83% +$9.13K ﹤0.01% 495
2017
Q4 		$10K Hold
200
– – ﹤0.01% 656
2017
Q3 		$10K Sell
200
-200
-50% -$9.28K ﹤0.01% 637
2017
Q2 		$18K Buy
400
+200
+100% +$8.62K ﹤0.01% 522
2017
Q1 		$9K Hold
200
– – ﹤0.01% 623
2016
Q4 		$8K Hold
200
– – ﹤0.01% 587
2016
Q3 		$6K Hold
200
– – ﹤0.01% 614
2016
Q2 		$5K Hold
200
– – ﹤0.01% 602
2016
Q1 		$5K Sell
200
-84
-30% -$2.14K ﹤0.01% 912
2015
Q4 		$9K Buy
284
+84
+42% +$2.79K ﹤0.01% 804
2015
Q3 		$6K Hold
200
– – ﹤0.01% 915
2015
Q2 		$8K Hold
200
– – ﹤0.01% 938
2015
Q1 		$7K Hold
200
– – ﹤0.01% 933
2014
Q4 		$8K Buy
+200
New +$7.12K ﹤0.01% 551
2014
Q1 		– Sell
-200
Closed -$6K – 834
2013
Q4 		$6K Buy
+200
New +$5.95K ﹤0.01% 640

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Reilly Financial Advisors's MS Position: Q4 2021 in Review

Reilly Financial Advisors increased its Morgan Stanley (MS) stake by 6.5% in Q4 2021, buying an estimated $7.27K and bringing the position to 1,189 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #262.

Reilly Financial Advisors first reported a position in MS in Q4 2013 and has held it in 30 quarters since. 1,713 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Reilly Financial Advisors held 1,189 shares of Morgan Stanley worth $117K as of Q4 2021.
  • Reilly Financial Advisors bought 73 Morgan Stanley shares in Q4 2021, an estimated $7.27K.
  • Morgan Stanley made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #262 holding.
  • Reilly Financial Advisors first reported a position in Morgan Stanley in Q4 2013 and has held it in 30 quarters since.
  • 1,713 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.