Wealthcare Capital Management’s Morgan Stanley MS Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-600	Closed	-$47K	–	440
2021 Q1	$47K	Buy	+600	New	+$46K	﹤0.01%	140
2020 Q2	–	Sell	-74	Closed	-$3K	–	171
2020 Q1	$3K	Sell	74 -14	-16%	-$659	﹤0.01%	213
2019 Q4	$4K	Buy	+88	New	+$4.17K	﹤0.01%	315
2019 Q2	–	Sell	-1,630	Closed	-$69K	–	187
2019 Q1	$69K	Hold	1,630	–	–	0.01%	84
2018 Q4	$65K	Hold	1,630	–	–	0.01%	85
2018 Q3	$76K	Sell	1,630 -209	-11%	-$10.2K	0.01%	76
2018 Q2	$87K	Hold	1,839	–	–	0.01%	69
2018 Q1	$99K	Hold	1,839	–	–	0.01%	65
2017 Q4	$96K	Hold	1,839	–	–	0.01%	68
2017 Q3	$89K	Hold	1,839	–	–	0.01%	67
2017 Q2	$82K	Hold	1,839	–	–	0.01%	68
2017 Q1	$79K	Hold	1,839	–	–	0.01%	67
2016 Q4	$78K	Hold	1,839	–	–	0.01%	64
2016 Q3	$59K	Hold	1,839	–	–	0.01%	66
2016 Q2	$48K	Hold	1,839	–	–	0.01%	73
2016 Q1	$46K	Hold	1,839	–	–	0.01%	82
2015 Q4	$58K	Hold	1,839	–	–	0.01%	80
2015 Q3	$58K	Sell	1,839 -50,167	-96%	-$1.83M	0.01%	86
2015 Q2	$166K	Hold	52,006	–	–	0.02%	52
2015 Q1	$160K	Buy	52,006 +2,006	+4%	+$72K	0.02%	112
2014 Q4	$88K	Hold	50,000	–	–	0.01%	66
2014 Q3	$84K	Hold	50,000	–	–	0.01%	68
2014 Q2	$83K	Hold	50,000	–	–	0.01%	65
2014 Q1	$79K	Buy	+50,000	New	+$1.54M	0.01%	66

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Capital Management's MS Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 600 shares — an estimated $47K sold.

Wealthcare Capital Management first reported a position in MS in Q1 2014 and held it in 24 quarters. The position peaked at $166K in Q2 2015. 1,545 funds tracked by Wall St. Rank hold MS as of Q2 2021.

Wealthcare Capital Management reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 600 Morgan Stanley shares in Q2 2021, an estimated $47K.
Wealthcare Capital Management first reported a position in Morgan Stanley in Q1 2014 and held it in 24 quarters.
Wealthcare Capital Management's Morgan Stanley position peaked at $166K in Q2 2015.
1,545 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.