WQ
MS icon

Wealth Quarterback’s Morgan Stanley MS Stock Holding History

Wealth Quarterback’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
Q3 		$2K Hold
15
– – ﹤0.01% 730
2021
Q2 		$2K Buy
+15
New +$1.29K ﹤0.01% 760
2020
Q1 		– Sell
-20
Closed -$1.01K – 1065
2019
Q4 		$1.01K Buy
+20
New +$947 ﹤0.01% 847

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wealth Quarterback's MS Position: Q3 2021 in Review

Wealth Quarterback held its Morgan Stanley (MS) position steady in Q3 2021 at 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Wealth Quarterback first reported a position in MS in Q4 2019 and has held it in 3 quarters since. 1,584 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Wealth Quarterback held 15 shares of Morgan Stanley worth $2K as of Q3 2021.
  • Wealth Quarterback left its Morgan Stanley share count unchanged in Q3 2021.
  • Morgan Stanley made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #730 holding.
  • Wealth Quarterback first reported a position in Morgan Stanley in Q4 2019 and has held it in 3 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.