Tacita Capital’s Morgan Stanley MS Stock Holding History

Tacita 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
2021 Q2	–	Sell	-745	Closed	-$58K	–	200
2021 Q1	$58K	Sell	745 -150	-17%	-$11.5K	0.04%	137
2020 Q4	$61K	Buy	+895	New	+$51.4K	0.04%	134

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

Tacita Capital's MS Position: Q2 2021 in Review

Tacita Capital sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 745 shares — an estimated $58K sold.

Tacita Capital first reported a position in MS in Q4 2020 and held it in 2 quarters. The position peaked at $61K in Q4 2020. 1,545 funds tracked by Wall St. Rank hold MS as of Q2 2021.

Tacita Capital reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
Tacita Capital sold 745 Morgan Stanley shares in Q2 2021, an estimated $58K.
Tacita Capital first reported a position in Morgan Stanley in Q4 2020 and held it in 2 quarters.
Tacita Capital's Morgan Stanley position peaked at $61K in Q4 2020.
1,545 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Tacita Capital's 13F filing for Q2 2021, filed 12 Aug 2021.