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tru Independence’s Morgan Stanley MS Stock Holding History

tru Independence’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
-23
Closed -$2 – 548
2020
Q4 		$2 Buy
+23
New +$1.32K ﹤0.01% 642
2020
Q3 		– Sell
-1,560
Closed -$76 – 650
2020
Q2 		$76 Hold
1,560
– – 0.01% 332
2020
Q1 		$53 Hold
1,560
– – 0.01% 300
2019
Q4 		$53K Buy
+1,560
New +$73.8K 0.01% 370

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

tru Independence's MS Position: Q1 2021 in Review

tru Independence sold out of Morgan Stanley (MS) in Q1 2021, closing a stake of 23 shares — an estimated $2 sold.

tru Independence first reported a position in MS in Q4 2019 and held it in 4 quarters. The position peaked at $53K in Q4 2019. 1,513 funds tracked by Wall St. Rank hold MS as of Q1 2021.

  • tru Independence reported no remaining Morgan Stanley position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 23 Morgan Stanley shares in Q1 2021, an estimated $2.
  • tru Independence first reported a position in Morgan Stanley in Q4 2019 and held it in 4 quarters.
  • tru Independence's Morgan Stanley position peaked at $53K in Q4 2019.
  • 1,513 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.