TrueWealth LLC’s Morgan Stanley MS Stock Holding History

TrueWealth LLC’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 Q2	$242K	Sell	5,012 -30	-0.6%	-$1.26K	0.1%	113
2020 Q1	$171K	Hold	5,042	–	–	0.08%	129
2019 Q4	$258K	Buy	5,042 +620	+14%	+$29.3K	0.1%	114
2019 Q3	$189K	Hold	4,422	–	–	0.08%	141
2019 Q2	$194K	Sell	4,422 -30	-0.7%	-$1.34K	0.09%	138
2019 Q1	$188K	Hold	4,452	–	–	0.09%	140
2018 Q4	$177K	Sell	4,452 -242	-5%	-$10.6K	0.09%	138
2018 Q3	$219K	Hold	4,694	–	–	0.1%	121
2018 Q2	$222K	Hold	4,694	–	–	0.11%	119
2018 Q1	$253K	Buy	4,694 +58	+1%	+$3.21K	0.13%	110
2017 Q4	$243K	Buy	+4,636	New	+$234K	0.11%	115

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrueWealth LLC's MS Position: Q2 2020 in Review

TrueWealth LLC reduced its Morgan Stanley (MS) stake by 0.6% in Q2 2020, selling an estimated $1.26K and leaving 5,012 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #113.

TrueWealth LLC first reported a position in MS in Q4 2017 and has held it in 11 quarters since. The position peaked at $258K in Q4 2019. 1,103 funds tracked by Wall St. Rank hold MS as of Q2 2020.

TrueWealth LLC held 5,012 shares of Morgan Stanley worth $242K as of Q2 2020.
TrueWealth LLC sold 30 Morgan Stanley shares in Q2 2020, an estimated $1.26K.
Morgan Stanley made up 0.1% of TrueWealth LLC's portfolio in Q2 2020, its #113 holding.
TrueWealth LLC first reported a position in Morgan Stanley in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Morgan Stanley position peaked at $258K in Q4 2019.
1,103 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.