CWS
MSD

Confluence Wealth Services’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-4,025
Closed -$36K – 813
2021
Q4 		$36K Buy
+4,025
New +$36.7K 0.01% 560

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PPA
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Invesco
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BI
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Stifel Financial
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RCM
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Osaic Holdings
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Confluence Wealth Services's MSD Position: Q1 2022 in Review

Confluence Wealth Services sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q1 2022, closing a stake of 4,025 shares — an estimated $36K sold.

Confluence Wealth Services first reported a position in MSD in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 55 funds tracked by Wall St. Rank hold MSD as of Q1 2022.

  • Confluence Wealth Services reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 4,025 Morgan Stanley Emerging Markets Debt Fund shares in Q1 2022, an estimated $36K.
  • Confluence Wealth Services first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Morgan Stanley Emerging Markets Debt Fund position peaked at $36K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.