Cary Street Partners Investment Advisory’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-2,900	Closed	-$18.8K	–	1362
2023 Q3	$18.8K	Hold	2,900	–	–	﹤0.01%	1146
2023 Q2	$18.7K	Hold	2,900	–	–	﹤0.01%	1066
2023 Q1	$18.7K	Hold	2,900	–	–	﹤0.01%	996
2022 Q4	$19K	Buy	+2,900	New	+$18.3K	﹤0.01%	993

Other funds holding MSD

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

Cary Street Partners Investment Advisory's MSD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q4 2023, closing a stake of 2,900 shares — an estimated $18.8K sold.

Cary Street Partners Investment Advisory first reported a position in MSD in Q4 2022 and held it in 4 quarters. The position peaked at $19K in Q4 2022. 47 funds tracked by Wall St. Rank hold MSD as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,900 Morgan Stanley Emerging Markets Debt Fund shares in Q4 2023, an estimated $18.8K.
Cary Street Partners Investment Advisory first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Morgan Stanley Emerging Markets Debt Fund position peaked at $19K in Q4 2022.
47 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.