BRWA
EDD

B. Riley Wealth Advisors’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

B. Riley Wealth Advisors’s Portfolio EDD Stock Details EDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-67,566
Closed -$317K – 1305
2024
Q2 		$317K Sell
67,566
-27,063
-29% -$126K 0.01% 1007
2024
Q1 		$412K Sell
94,629
-3,837
-4% -$18K 0.01% 894
2023
Q4 		$468K Buy
98,466
+3,837
+4% +$17.4K 0.01% 844
2023
Q3 		$412K Buy
94,629
+289
+0.3% +$1.36K 0.01% 894
2023
Q2 		$450K Buy
94,340
+2,408
+3% +$11.4K 0.01% 902
2023
Q1 		$423K Buy
91,932
+17,082
+23% +$77.7K 0.01% 882
2022
Q4 		$334K Buy
74,850
+15,025
+25% +$63.2K 0.01% 986
2022
Q3 		$241K Buy
59,825
+11,408
+24% +$50K 0.01% 1130
2022
Q2 		$218K Buy
48,417
+10,521
+28% +$48.6K 0.01% 1015
2022
Q1 		$190K Buy
37,896
+26
+0.1% +$136 0.01% 1224
2021
Q4 		$208K Buy
37,870
+2,044
+6% +$11.7K 0.01% 1253
2021
Q3 		$210K Buy
35,826
+3,985
+13% +$24.4K 0.01% 1223
2021
Q2 		$195K Sell
31,841
-8
-0% -$49 0.01% 1220
2021
Q1 		$192K Buy
31,849
+8,372
+36% +$51.1K 0.01% 1203
2020
Q4 		$148K Buy
+23,477
New +$140K 0.01% 953

Other funds holding EDD

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Advisors's EDD Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q3 2024, closing a stake of 67,566 shares — an estimated $317K sold.

B. Riley Wealth Advisors first reported a position in EDD in Q4 2020 and held it in 15 quarters. The position peaked at $468K in Q4 2023. 60 funds tracked by Wall St. Rank hold EDD as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 67,566 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q3 2024, an estimated $317K.
  • B. Riley Wealth Advisors first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q4 2020 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $468K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.