swisspartners’s Morgan Stanley MS Stock Holding History

swisspartners’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	-16,625	Closed	-$1.12M	–	86
2020 Q4	$1.12M	Buy	+16,625	New	+$954K	0.98%	27

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

swisspartners's MS Position: Q1 2021 in Review

swisspartners sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 16,625 shares — an estimated $1.12M sold.

swisspartners first reported a position in MS in Q4 2020 and held it in 1 quarter. The position peaked at $1.12M in Q4 2020. 1,514 funds tracked by Wall St. Rank hold MS as of Q1 2021.

swisspartners reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
swisspartners sold 16,625 Morgan Stanley shares in Q1 2021, an estimated $1.12M.
swisspartners first reported a position in Morgan Stanley in Q4 2020 and held it in 1 quarter.
swisspartners's Morgan Stanley position peaked at $1.12M in Q4 2020.
1,514 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on swisspartners's 13F filing for Q1 2021, filed 12 May 2021.