AWE
MSD

Avidian Wealth Enterprises’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Avidian Wealth Enterprises’s Portfolio MSD Stock Details MSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,495
Closed -$115K – 529
2024
Q3 		$115K Buy
+14,495
New +$111K 0.01% 487

Other funds holding MSD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avidian Wealth Enterprises's MSD Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q4 2024, closing a stake of 14,495 shares — an estimated $115K sold.

Avidian Wealth Enterprises first reported a position in MSD in Q3 2024 and held it in 1 quarter. The position peaked at $115K in Q3 2024. 43 funds tracked by Wall St. Rank hold MSD as of Q4 2024.

  • Avidian Wealth Enterprises reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q4 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 14,495 Morgan Stanley Emerging Markets Debt Fund shares in Q4 2024, an estimated $115K.
  • Avidian Wealth Enterprises first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q3 2024 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Morgan Stanley Emerging Markets Debt Fund position peaked at $115K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.