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Weaver Consulting Group’s Morgan Stanley MS Stock Holding History

Weaver Consulting Group’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
Q4 		– Sell
-93
Closed -$5K – 609
2020
Q3 		$5K Hold
93
– – ﹤0.01% 691
2020
Q2 		$5K Buy
93
+81
+675% +$3.4K ﹤0.01% 664
2020
Q1 		$0 Hold
12
– – ﹤0.01% 915
2019
Q4 		$1K Sell
12
-10
-45% -$473 ﹤0.01% 807
2019
Q3 		$1K Hold
22
– – ﹤0.01% 789
2019
Q2 		$1K Hold
22
– – ﹤0.01% 779
2019
Q1 		$1K Buy
+22
New +$926 ﹤0.01% 1435

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Weaver Consulting Group's MS Position: Q4 2020 in Review

Weaver Consulting Group sold out of Morgan Stanley (MS) in Q4 2020, closing a stake of 93 shares — an estimated $5K sold.

Weaver Consulting Group first reported a position in MS in Q1 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2020. 1,365 funds tracked by Wall St. Rank hold MS as of Q4 2020.

  • Weaver Consulting Group reported no remaining Morgan Stanley position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 93 Morgan Stanley shares in Q4 2020, an estimated $5K.
  • Weaver Consulting Group first reported a position in Morgan Stanley in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's Morgan Stanley position peaked at $5K in Q3 2020.
  • 1,365 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.