Sonora Investment Management’s Morgan Stanley MS Stock Holding History

Sonora Investment 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 Q3	$112K	Hold	1,151	–	–	0.01%	285
2021 Q2	$106K	Buy	1,151 +96	+9%	+$8.23K	0.01%	269
2021 Q1	$82K	Buy	1,055 +55	+6%	+$4.21K	0.01%	457
2020 Q4	$69K	Sell	1,000 -126	-11%	-$7.23K	0.01%	514
2020 Q3	$54K	Hold	1,126	–	–	0.01%	553
2020 Q2	$54K	Buy	+1,126	New	+$47.3K	0.01%	482
2019 Q2	–	Sell	-39	Closed	-$2K	–	1709
2019 Q1	$2K	Hold	39	–	–	﹤0.01%	1390
2018 Q4	$2K	Hold	39	–	–	﹤0.01%	1146
2018 Q3	$2K	Buy	+39	New	+$1.9K	﹤0.01%	1118
2017 Q4	–	Sell	-50	Closed	-$2.41K	–	1217
2017 Q3	$2.41K	Buy	+50	New	+$2.32K	﹤0.01%	966
2015 Q4	–	Sell	-273	Closed	-$9K	–	1017
2015 Q3	$9K	Buy	+273	New	+$9.94K	﹤0.01%	524

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Sonora Investment Management's MS Position: Q3 2021 in Review

Sonora Investment Management held its Morgan Stanley (MS) position steady in Q3 2021 at 1,151 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #285.

Sonora Investment Management first reported a position in MS in Q3 2015 and has held it in 11 quarters since. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

Sonora Investment Management held 1,151 shares of Morgan Stanley worth $112K as of Q3 2021.
Sonora Investment Management left its Morgan Stanley share count unchanged in Q3 2021.
Morgan Stanley made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #285 holding.
Sonora Investment Management first reported a position in Morgan Stanley in Q3 2015 and has held it in 11 quarters since.
1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.