Foresight Wealth Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Foresight Wealth Management’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
2022 Q4	–	Sell	-40,800	Closed	-$164K	–	34
2022 Q3	$164K	Buy	40,800 +1,787	+5%	+$7.84K	0.04%	96
2022 Q2	$175K	Sell	39,013 -1,248	-3%	-$5.77K	0.04%	100
2022 Q1	$201K	Sell	40,261 -64,506	-62%	-$338K	0.04%	100
2021 Q4	$574K	Buy	104,767 +18,365	+21%	+$105K	0.01%	74
2021 Q3	$505K	Buy	86,402 +24,084	+39%	+$147K	0.1%	72
2021 Q2	$381K	Buy	+62,318	New	+$383K	0.08%	89

Other funds holding EDD

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PMAM

Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 3.07% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Foresight Wealth Management's EDD Position: Q4 2022 in Review

Foresight Wealth Management sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q4 2022, closing a stake of 40,800 shares — an estimated $164K sold.

Foresight Wealth Management first reported a position in EDD in Q2 2021 and held it in 6 quarters. The position peaked at $574K in Q4 2021. 64 funds tracked by Wall St. Rank hold EDD as of Q4 2022.

Foresight Wealth Management reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 40,800 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q4 2022, an estimated $164K.
Foresight Wealth Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q2 2021 and held it in 6 quarters.
Foresight Wealth Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $574K in Q4 2021.
64 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.