WCM
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Weld Capital Management’s Morgan Stanley MS Stock Holding History

Weld 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
Q3 		– Sell
-4,281
Closed -$393K – 119
2021
Q2 		$393K Sell
4,281
-9,604
-69% -$824K 0.4% 97
2021
Q1 		$1.08M Buy
+13,885
New +$1.06M 0.46% 63
2020
Q3 		– Sell
-10,304
Closed -$498K – 602
2020
Q2 		$498K Buy
10,304
+2,322
+29% +$97.5K 0.2% 184
2020
Q1 		$271K Buy
+7,982
New +$376K 0.14% 255
2019
Q2 		– Sell
-18,534
Closed -$782K – 872
2019
Q1 		$782K Buy
+18,534
New +$780K 0.14% 273

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Weld Capital Management's MS Position: Q3 2021 in Review

Weld Capital Management sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 4,281 shares — an estimated $393K sold.

Weld Capital Management first reported a position in MS in Q1 2019 and held it in 5 quarters. The position peaked at $1.08M in Q1 2021. 1,586 funds tracked by Wall St. Rank hold MS as of Q3 2021.

  • Weld Capital Management reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
  • Weld Capital Management sold 4,281 Morgan Stanley shares in Q3 2021, an estimated $393K.
  • Weld Capital Management first reported a position in Morgan Stanley in Q1 2019 and held it in 5 quarters.
  • Weld Capital Management's Morgan Stanley position peaked at $1.08M in Q1 2021.
  • 1,586 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.