Taylor Hoffman Wealth Management’s Morgan Stanley MS Stock Holding History

Taylor Hoffman Wealth Management’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 Q3	–	Sell	-156	Closed	-$8K	–	266
2020 Q2	$8K	Buy	+156	New	+$6.55K	0.01%	299
2020 Q1	–	Sell	-156	Closed	-$8K	–	277
2019 Q4	$8K	Hold	156	–	–	0.01%	329
2019 Q3	$7K	Hold	156	–	–	0.01%	330
2019 Q2	$7K	Hold	156	–	–	0.01%	315
2019 Q1	$7K	Hold	156	–	–	0.01%	310
2018 Q4	$6K	Hold	156	–	–	0.01%	311
2018 Q3	$7K	Hold	156	–	–	0.01%	301
2018 Q2	$7K	Hold	156	–	–	0.01%	282
2018 Q1	$8K	Hold	156	–	–	0.01%	288
2017 Q4	$8K	Buy	+156	New	+$7.89K	0.01%	301

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Taylor Hoffman Wealth Management's MS Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 156 shares — an estimated $8K sold.

Taylor Hoffman Wealth Management first reported a position in MS in Q4 2017 and held it in 10 quarters. The position peaked at $8K in Q2 2020. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 156 Morgan Stanley shares in Q3 2020, an estimated $8K.
Taylor Hoffman Wealth Management first reported a position in Morgan Stanley in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Morgan Stanley position peaked at $8K in Q2 2020.
1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.