Wealthstreet Investment Advisors’s Morgan Stanley MS Stock Holding History

Wealthstreet Investment Advisors’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	-8,535	Closed	-$663K	–	244
2021 Q1	$663K	Hold	8,535	–	–	0.06%	219
2020 Q4	$585K	Buy	8,535 +14	+0.2%	+$803	0.06%	226
2020 Q3	$412K	Hold	8,521	–	–	0.05%	244
2020 Q2	$412K	Sell	8,521 -748	-8%	-$31.4K	0.05%	235
2020 Q1	$315K	Hold	9,269	–	–	0.05%	240
2019 Q4	$474K	Hold	9,269	–	–	0.06%	239
2019 Q3	$434K	Sell	9,269 -1,412	-13%	-$60.3K	0.06%	237
2019 Q2	$468K	Sell	10,681 -1,018	-9%	-$45.4K	0.06%	232
2019 Q1	$494K	Buy	11,699 +1,800	+18%	+$75.7K	0.07%	230
2018 Q4	$422K	Hold	9,899	–	–	0.06%	232
2018 Q3	$461K	Hold	9,899	–	–	0.06%	247
2018 Q2	$469K	Hold	9,899	–	–	0.06%	246
2018 Q1	$534K	Buy	9,899 +65	+0.7%	+$3.6K	0.07%	224
2017 Q4	$516K	Buy	+9,834	New	+$497K	0.06%	228

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

Wealthstreet Investment Advisors's MS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Morgan Stanley (MS) in Q2 2021, closing a stake of 8,535 shares — an estimated $663K sold.

Wealthstreet Investment Advisors first reported a position in MS in Q4 2017 and held it in 14 quarters. The position peaked at $663K in Q1 2021. 1,545 funds tracked by Wall St. Rank hold MS as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Morgan Stanley position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 8,535 Morgan Stanley shares in Q2 2021, an estimated $663K.
Wealthstreet Investment Advisors first reported a position in Morgan Stanley in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Morgan Stanley position peaked at $663K in Q1 2021.
1,545 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.