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TRUADVICE’s Morgan Stanley MS Stock Holding History

TRUADVICE’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
Q3 		– Sell
-6,141
Closed -$592K – 232
2021
Q2 		$592K Sell
6,141
-146
-2% -$12.5K 0.13% 147
2021
Q1 		$526K Buy
6,287
+558
+10% +$42.8K 0.16% 119
2020
Q4 		$392K Buy
5,729
+742
+15% +$42.6K 0.12% 166
2020
Q3 		$243K Buy
+4,987
New +$251K 0.1% 176

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

TRUADVICE's MS Position: Q3 2021 in Review

TRUADVICE sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 6,141 shares — an estimated $592K sold.

TRUADVICE first reported a position in MS in Q3 2020 and held it in 4 quarters. The position peaked at $592K in Q2 2021. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • TRUADVICE reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 6,141 Morgan Stanley shares in Q3 2021, an estimated $592K.
  • TRUADVICE first reported a position in Morgan Stanley in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's Morgan Stanley position peaked at $592K in Q2 2021.
  • 1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.