Sovarnum Capital’s Morgan Stanley MS Stock Holding History

Sovarnum Capital’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
2018 Q1	–	Sell	-8,100	Closed	-$425K	–	111
2017 Q4	$425K	Buy	+8,100	New	+$410K	0.29%	80

Other funds holding MS

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sovarnum Capital's MS Position: Q3 2021 in Review

Sovarnum Capital sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 22,500 shares — an estimated $2.06M sold.

Sovarnum Capital first reported a position in MS in Q2 2021 and held it in 1 quarter. The position peaked at $2.06M in Q2 2021. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2021.

Sovarnum Capital reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
Sovarnum Capital sold 22,500 Morgan Stanley shares in Q3 2021, an estimated $2.06M.
Sovarnum Capital first reported a position in Morgan Stanley in Q2 2021 and held it in 1 quarter.
Sovarnum Capital's Morgan Stanley position peaked at $2.06M in Q2 2021.
1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Sovarnum Capital's 13F filing for Q3 2021, filed 8 Nov 2021.