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USCA RIA’s Morgan Stanley MS Stock Holding History

USCA RIA’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
Q2 		$4.17M Buy
45,479
+2,745
+6% +$235K 0.25% 113
2021
Q1 		$3.32M Buy
42,734
+29,272
+217% +$2.24M 0.22% 133
2020
Q4 		$923K Buy
+13,462
New +$772K 0.06% 244

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

USCA RIA's MS Position: Q2 2021 in Review

USCA RIA increased its Morgan Stanley (MS) stake by 6.4% in Q2 2021, buying an estimated $235K and bringing the position to 45,479 shares worth $4.17M. The position accounts for 0.25% of the portfolio, ranked #113.

USCA RIA first reported a position in MS in Q4 2020 and has held it in 3 quarters since. 1,544 funds tracked by Wall St. Rank hold MS as of Q2 2021.

  • USCA RIA held 45,479 shares of Morgan Stanley worth $4.17M as of Q2 2021.
  • USCA RIA bought 2,745 Morgan Stanley shares in Q2 2021, an estimated $235K.
  • Morgan Stanley made up 0.25% of USCA RIA's portfolio in Q2 2021, its #113 holding.
  • USCA RIA first reported a position in Morgan Stanley in Q4 2020 and has held it in 3 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.