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Thor Advisors’s Morgan Stanley MS Stock Holding History

Thor Advisors’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
Q1 		$20K Buy
+599
New +$28.2K 1.05% 51
2019
Q4 		– Sell
-7,230
Closed -$309K – 166
2019
Q3 		$309K Buy
+7,230
New +$309K 0.35% 104

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thor Advisors's MS Position: Q1 2020 in Review

Thor Advisors opened a new position in Morgan Stanley (MS) in Q1 2020: 599 shares worth $20K. The stake represents 1.05% of the portfolio and ranks #51 among its holdings. This is a return to the name: Thor Advisors previously reported a position in MS as recently as Q3 2019.

Thor Advisors first reported a position in MS in Q3 2019 and has held it in 2 quarters since. The position peaked at $309K in Q3 2019. 1,032 funds tracked by Wall St. Rank hold MS as of Q1 2020.

  • Thor Advisors held 599 shares of Morgan Stanley worth $20K as of Q1 2020.
  • Morgan Stanley was a new Thor Advisors position in Q1 2020.
  • Morgan Stanley made up 1.05% of Thor Advisors's portfolio in Q1 2020, its #51 holding.
  • Thor Advisors first reported a position in Morgan Stanley in Q3 2019 and has held it in 2 quarters since.
  • Thor Advisors's Morgan Stanley position peaked at $309K in Q3 2019.
  • 1,032 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2020.

Based on Thor Advisors's 13F filing for Q1 2020, filed 18 May 2020.