FWM
EDD

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 $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return