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Wealthspire Advisors (Maryland)’s Morgan Stanley MS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$551K Sell
11,394
-3,323
-23% -$167K 0.02% 252
2020
Q2 		$711K Buy
14,717
+452
+3% +$19K 0.05% 202
2020
Q1 		$485K Sell
14,265
-610
-4% -$28.7K 0.04% 235
2019
Q4 		$760K Buy
14,875
+2,551
+21% +$121K 0.05% 215
2019
Q3 		$526K Sell
12,324
-319
-3% -$13.6K 0.04% 253
2019
Q2 		$554K Sell
12,643
-410
-3% -$18.3K 0.04% 241
2019
Q1 		$551K Sell
13,053
-453
-3% -$19.1K 0.04% 241
2018
Q4 		$536K Sell
13,506
-137
-1% -$5.98K 0.05% 208
2018
Q3 		$635K Buy
13,643
+401
+3% +$19.6K 0.05% 202
2018
Q2 		$628K Buy
13,242
+1,286
+11% +$67.2K 0.06% 192
2018
Q1 		$645K Sell
11,956
-1,400
-10% -$77.5K 0.06% 201
2017
Q4 		$701K Sell
13,356
-277
-2% -$14K 0.07% 191
2017
Q3 		$657K Sell
13,633
-1,525
-10% -$70.7K 0.07% 187
2017
Q2 		$675K Sell
15,158
-2,610
-15% -$113K 0.08% 169
2017
Q1 		$761K Sell
17,768
-499
-3% -$22.1K 0.11% 123
2016
Q4 		$772K Buy
18,267
+2,001
+12% +$75.7K 0.12% 118
2016
Q3 		$521K Buy
16,266
+1,945
+14% +$58K 0.08% 164
2016
Q2 		$372K Sell
14,321
-1,066
-7% -$27.9K 0.06% 210
2016
Q1 		$385K Buy
15,387
+38
+0.2% +$970 0.07% 195
2015
Q4 		$488K Buy
+15,349
New +$510K 0.09% 155

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Morgan Stanley (MS) stake by 23% in Q3 2020, selling an estimated $167K and leaving 11,394 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #252.

Wealthspire Advisors (Maryland) first reported a position in MS in Q4 2015 and has held it in 20 quarters since. The position peaked at $772K in Q4 2016. 1,143 funds tracked by Wall St. Rank hold MS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 11,394 shares of Morgan Stanley worth $551K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 3,323 Morgan Stanley shares in Q3 2020, an estimated $167K.
  • Morgan Stanley made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #252 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Morgan Stanley in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Morgan Stanley position peaked at $772K in Q4 2016.
  • 1,143 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.