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Vantis Investment Advisers’s Morgan Stanley MS Stock Holding History

Vantis Investment Advisers’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
Q4 		– Sell
-4,200
Closed -$203K – 25
2020
Q3 		$203K Buy
+4,200
New +$212K 0.1% 20
2019
Q3 		– Sell
-48,300
Closed -$2.12M – 20
2019
Q2 		$2.12M Sell
48,300
-163,200
-77% -$7.28M 1.28% 12
2019
Q1 		$8.93M Sell
211,500
-50,300
-19% -$2.12M 7.43% 4
2018
Q4 		$10.4M Buy
261,800
+100,900
+63% +$4.4M 4.67% 10
2018
Q3 		$7.49M Buy
+160,900
New +$7.86M 3.93% 8

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Vantis Investment Advisers's MS Position: Q4 2020 in Review

Vantis Investment Advisers sold out of Morgan Stanley (MS) in Q4 2020, closing a stake of 4,200 shares — an estimated $203K sold.

Vantis Investment Advisers first reported a position in MS in Q3 2018 and held it in 5 quarters. The position peaked at $10.4M in Q4 2018. 1,365 funds tracked by Wall St. Rank hold MS as of Q4 2020.

  • Vantis Investment Advisers reported no remaining Morgan Stanley position as of Q4 2020 after selling out during the quarter.
  • Vantis Investment Advisers sold 4,200 Morgan Stanley shares in Q4 2020, an estimated $203K.
  • Vantis Investment Advisers first reported a position in Morgan Stanley in Q3 2018 and held it in 5 quarters.
  • Vantis Investment Advisers's Morgan Stanley position peaked at $10.4M in Q4 2018.
  • 1,365 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on Vantis Investment Advisers's 13F filing for Q4 2020, filed 9 Feb 2021.