Westshore Wealth’s Morgan Stanley MS Stock Holding History

Westshore Wealth’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	-4,028	Closed	-$369K	–	118
2021 Q2	$369K	Hold	4,028	–	–	0.19%	83
2021 Q1	$313K	Buy	+4,028	New	+$309K	0.18%	85

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westshore Wealth's MS Position: Q3 2021 in Review

Westshore Wealth sold out of Morgan Stanley (MS) in Q3 2021, closing a stake of 4,028 shares — an estimated $369K sold.

Westshore Wealth first reported a position in MS in Q1 2021 and held it in 2 quarters. The position peaked at $369K in Q2 2021. 1,585 funds tracked by Wall St. Rank hold MS as of Q3 2021.

Westshore Wealth reported no remaining Morgan Stanley position as of Q3 2021 after selling out during the quarter.
Westshore Wealth sold 4,028 Morgan Stanley shares in Q3 2021, an estimated $369K.
Westshore Wealth first reported a position in Morgan Stanley in Q1 2021 and held it in 2 quarters.
Westshore Wealth's Morgan Stanley position peaked at $369K in Q2 2021.
1,585 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2021.

Based on Westshore Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.