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Sowa Financial Group’s Morgan Stanley MS Stock Holding History

Sowa Financial 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
-794
Closed -$54K – 166
2020
Q4 		$54K Hold
794
– – 0.04% 130
2020
Q3 		$38K Hold
794
– – 0.03% 138
2020
Q2 		$38K Hold
794
– – 0.03% 134
2020
Q1 		$27K Hold
794
– – 0.02% 140
2019
Q4 		$41K Buy
+794
New +$37.6K 0.03% 130

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BlackRock
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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

Sowa Financial Group's MS Position: Q1 2021 in Review

Sowa Financial Group sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 794 shares — an estimated $54K sold.

Sowa Financial Group first reported a position in MS in Q4 2019 and held it in 5 quarters. The position peaked at $54K in Q4 2020. 1,513 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • Sowa Financial Group reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 794 Morgan Stanley shares in Q1 2021, an estimated $54K.
  • Sowa Financial Group first reported a position in Morgan Stanley in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Morgan Stanley position peaked at $54K in Q4 2020.
  • 1,513 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.