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Tiedemann Advisors’s Morgan Stanley MS Stock Holding History

Tiedemann 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
2021
Q4 		– Sell
-3,621
Closed -$352K – 291
2021
Q3 		$352K Sell
3,621
-50
-1% -$4.95K 0.02% 228
2021
Q2 		$336K Sell
3,671
-3,042
-45% -$261K 0.01% 275
2021
Q1 		$521K Buy
+6,713
New +$514K 0.02% 209
2019
Q2 		– Sell
-20,445
Closed -$862K – 378
2019
Q1 		$862K Sell
20,445
-4,945
-19% -$208K 0.04% 234
2018
Q4 		$1.01M Buy
25,390
+12,809
+102% +$559K 0.05% 209
2018
Q3 		$586K Sell
12,581
-1,617
-11% -$79K 0.03% 215
2018
Q2 		$674K Buy
14,198
+1,135
+9% +$59.3K 0.04% 206
2018
Q1 		$705K Buy
+13,063
New +$723K 0.05% 171
2017
Q3 		– Sell
-29,311
Closed -$1.31M – 419
2017
Q2 		$1.31M Buy
29,311
+3,983
+16% +$172K 0.09% 169
2017
Q1 		$1.08M Buy
25,328
+12,747
+101% +$566K 0.09% 177
2016
Q4 		$532K Hold
12,581
– – 0.05% 201
2016
Q3 		$420K Buy
+12,581
New +$375K 0.09% 102

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tiedemann Advisors's MS Position: Q4 2021 in Review

Tiedemann Advisors sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 3,621 shares — an estimated $352K sold.

Tiedemann Advisors first reported a position in MS in Q3 2016 and held it in 12 quarters. The position peaked at $1.31M in Q2 2017. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

  • Tiedemann Advisors reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 3,621 Morgan Stanley shares in Q4 2021, an estimated $352K.
  • Tiedemann Advisors first reported a position in Morgan Stanley in Q3 2016 and held it in 12 quarters.
  • Tiedemann Advisors's Morgan Stanley position peaked at $1.31M in Q2 2017.
  • 1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Tiedemann Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.