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Signet Investment Advisory Group’s Morgan Stanley MS Stock Holding History

Signet Investment Advisory 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
-1,300
Closed -$89K – 151
2020
Q4 		$89K Buy
+1,300
New +$74.6K 0.07% 94
2019
Q1 		– Sell
-1,500
Closed -$59K – 145
2018
Q4 		$59K Buy
+1,500
New +$65.5K 0.07% 94

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
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

Signet Investment Advisory Group's MS Position: Q1 2021 in Review

Signet Investment Advisory Group sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 1,300 shares — an estimated $89K sold.

Signet Investment Advisory Group first reported a position in MS in Q4 2018 and held it in 2 quarters. The position peaked at $89K in Q4 2020. 1,513 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • Signet Investment Advisory Group reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
  • Signet Investment Advisory Group sold 1,300 Morgan Stanley shares in Q1 2021, an estimated $89K.
  • Signet Investment Advisory Group first reported a position in Morgan Stanley in Q4 2018 and held it in 2 quarters.
  • Signet Investment Advisory Group's Morgan Stanley position peaked at $89K in Q4 2020.
  • 1,513 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on Signet Investment Advisory Group's 13F filing for Q1 2021, filed 11 May 2021.