Walled Lake Planning & Wealth Management’s Morgan Stanley MS Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-105	Closed	-$10K	–	235
2021 Q3	$10K	Hold	105	–	–	0.01%	257
2021 Q2	$10K	Hold	105	–	–	0.01%	242
2021 Q1	$8K	Hold	105	–	–	0.01%	249
2020 Q4	$7K	Hold	105	–	–	0.01%	233
2020 Q3	$5K	Hold	105	–	–	﹤0.01%	254
2020 Q2	$5K	Hold	105	–	–	﹤0.01%	241
2020 Q1	$4K	Hold	105	–	–	﹤0.01%	246
2019 Q4	$5K	Buy	+105	New	+$4.97K	﹤0.01%	234

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MS Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Morgan Stanley (MS) in Q4 2021, closing a stake of 105 shares — an estimated $10K sold.

Walled Lake Planning & Wealth Management first reported a position in MS in Q4 2019 and held it in 8 quarters. The position peaked at $10K in Q3 2021. 1,712 funds tracked by Wall St. Rank hold MS as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Morgan Stanley position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 105 Morgan Stanley shares in Q4 2021, an estimated $10K.
Walled Lake Planning & Wealth Management first reported a position in Morgan Stanley in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Morgan Stanley position peaked at $10K in Q3 2021.
1,712 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.