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Stonebridge Financial Planning Group’s Morgan Stanley MS Stock Holding History

Stonebridge Financial Planning 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
2020
Q2 		– Sell
-200
Closed -$8K – 407
2020
Q1 		$8K Buy
+200
New +$9.42K 0.01% 327

Other funds holding MS

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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonebridge Financial Planning Group's MS Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of Morgan Stanley (MS) in Q2 2020, closing a stake of 200 shares — an estimated $8K sold.

Stonebridge Financial Planning Group first reported a position in MS in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 1,102 funds tracked by Wall St. Rank hold MS as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining Morgan Stanley position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 200 Morgan Stanley shares in Q2 2020, an estimated $8K.
  • Stonebridge Financial Planning Group first reported a position in Morgan Stanley in Q1 2020 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Morgan Stanley position peaked at $8K in Q1 2020.
  • 1,102 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.