Strategic Wealth Management Group’s Morgan Stanley MS Stock Holding History

Strategic Wealth Management 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 Q2	$365K	Sell	3,985 -696	-15%	-$59.7K	0.13%	84
2021 Q1	$364K	Buy	4,681 +75	+2%	+$5.75K	0.14%	88
2020 Q4	$316K	Buy	4,606 +341	+8%	+$19.6K	0.14%	86
2020 Q3	$206K	Buy	4,265 +23	+0.5%	+$1.16K	0.1%	111
2020 Q2	$205K	Buy	+4,242	New	+$178K	0.12%	94
2020 Q1	–	Sell	-4,309	Closed	-$220K	–	100
2019 Q4	$220K	Buy	+4,309	New	+$204K	0.14%	88
2019 Q3	–	Sell	-4,762	Closed	-$209K	–	86
2019 Q2	$209K	Sell	4,762 -3	-0.1%	-$134	0.16%	79
2019 Q1	$201K	Buy	+4,765	New	+$201K	0.16%	79

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Strategic Wealth Management Group's MS Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Morgan Stanley (MS) stake by 15% in Q2 2021, selling an estimated $59.7K and leaving 3,985 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #84.

Strategic Wealth Management Group first reported a position in MS in Q1 2019 and has held it in 8 quarters since. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

Strategic Wealth Management Group held 3,985 shares of Morgan Stanley worth $365K as of Q2 2021.
Strategic Wealth Management Group sold 696 Morgan Stanley shares in Q2 2021, an estimated $59.7K.
Morgan Stanley made up 0.13% of Strategic Wealth Management Group's portfolio in Q2 2021, its #84 holding.
Strategic Wealth Management Group first reported a position in Morgan Stanley in Q1 2019 and has held it in 8 quarters since.
1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.