Morgan Stanley’s Aldel Financial Inc ADF Stock Holding History

Morgan Stanley’s Portfolio ADF Stock Details ADF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,490	Closed	-$16K	–	8379
2021 Q3	$16K	Buy	+1,490	New	+$14.8K	﹤0.01%	7187

Other funds holding ADF

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Morgan Stanley's ADF Position: Q4 2021 in Review

Morgan Stanley sold out of Aldel Financial Inc (ADF) in Q4 2021, closing a stake of 1,490 shares — an estimated $16K sold.

Morgan Stanley first reported a position in ADF in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 1 fund tracked by Wall St. Rank holds ADF as of Q4 2021.

Morgan Stanley reported no remaining Aldel Financial Inc position as of Q4 2021 after selling out during the quarter.
Morgan Stanley sold 1,490 Aldel Financial Inc shares in Q4 2021, an estimated $16K.
Morgan Stanley first reported a position in Aldel Financial Inc in Q3 2021 and held it in 1 quarter.
Morgan Stanley's Aldel Financial Inc position peaked at $16K in Q3 2021.
1 fund tracked by Wall St. Rank held Aldel Financial Inc as of Q4 2021.

Based on Morgan Stanley's 13F filing for Q4 2021, filed 14 Feb 2022.