Truvvo Partners’s Morgan Stanley MS Stock Holding History

Truvvo Partners’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 Q3	–	Sell	-7,330	Closed	-$354K	–	45
2020 Q2	$354K	Buy	7,330 +1,182	+19%	+$49.6K	0.28%	33
2020 Q1	$210K	Sell	6,148 -1,075	-15%	-$50.6K	0.19%	32
2019 Q4	$369K	Sell	7,223 -3,400	-32%	-$161K	0.2%	29
2019 Q3	$453K	Hold	10,623	–	–	0.25%	30
2019 Q2	$466K	Buy	+10,623	New	+$474K	0.26%	32
2019 Q1	–	Sell	-11,354	Closed	-$450K	–	37
2018 Q4	$450K	Buy	11,354 +2,804	+33%	+$122K	0.32%	30
2018 Q3	$398K	Buy	8,550 +3,950	+86%	+$193K	0.25%	40
2018 Q2	$218K	Sell	4,600 -7,400	-62%	-$387K	0.14%	49
2018 Q1	$648K	Hold	12,000	–	–	0.24%	69
2017 Q4	$629K	Hold	12,000	–	–	0.21%	89
2017 Q3	$578K	Hold	12,000	–	–	0.19%	92
2017 Q2	$536K	Sell	12,000 -500	-4%	-$21.6K	0.19%	94
2017 Q1	$535K	Hold	12,500	–	–	0.24%	81
2016 Q4	$529	Hold	12,500	–	–	0.19%	90
2016 Q3	$401K	Hold	12,500	–	–	0.18%	102
2016 Q2	$325K	Buy	+12,500	New	+$327K	0.17%	108
2016 Q1	–	Sell	-6,500	Closed	-$207K	–	132
2015 Q4	$207K	Buy	+6,500	New	+$216K	0.11%	106

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Truvvo Partners's MS Position: Q3 2020 in Review

Truvvo Partners sold out of Morgan Stanley (MS) in Q3 2020, closing a stake of 7,330 shares — an estimated $354K sold.

Truvvo Partners first reported a position in MS in Q4 2015 and held it in 17 quarters. The position peaked at $648K in Q1 2018. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

Truvvo Partners reported no remaining Morgan Stanley position as of Q3 2020 after selling out during the quarter.
Truvvo Partners sold 7,330 Morgan Stanley shares in Q3 2020, an estimated $354K.
Truvvo Partners first reported a position in Morgan Stanley in Q4 2015 and held it in 17 quarters.
Truvvo Partners's Morgan Stanley position peaked at $648K in Q1 2018.
1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Truvvo Partners's 13F filing for Q3 2020, filed 16 Nov 2020.