Morgan Stanley
BRD

Morgan Stanley’s Beard Energy Transition Acquisition Corp. BRD Stock Holding History

Morgan Stanley’s Portfolio BRD Stock Details BRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,146
Closed -$33.1K – 7738
2023
Q2 		$33.1K Sell
3,146
-112
-3% -$1.17K ﹤0.01% 6371
2023
Q1 		$33.8K Hold
3,258
– – ﹤0.01% 6425
2022
Q4 		$33.2K Buy
3,258
+548
+20% +$5.52K ﹤0.01% 6465
2022
Q3 		$27K Buy
+2,710
New +$27K ﹤0.01% 6667

Other funds holding BRD

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Morgan Stanley's BRD Position: Q3 2023 in Review

Morgan Stanley sold out of Beard Energy Transition Acquisition Corp. (BRD) in Q3 2023, closing a stake of 3,146 shares — an estimated $33.1K sold.

Morgan Stanley first reported a position in BRD in Q3 2022 and held it in 4 quarters. The position peaked at $33.8K in Q1 2023. 23 funds tracked by Wall St. Rank hold BRD as of Q3 2023.

  • Morgan Stanley reported no remaining Beard Energy Transition Acquisition Corp. position as of Q3 2023 after selling out during the quarter.
  • Morgan Stanley sold 3,146 Beard Energy Transition Acquisition Corp. shares in Q3 2023, an estimated $33.1K.
  • Morgan Stanley first reported a position in Beard Energy Transition Acquisition Corp. in Q3 2022 and held it in 4 quarters.
  • Morgan Stanley's Beard Energy Transition Acquisition Corp. position peaked at $33.8K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held Beard Energy Transition Acquisition Corp. as of Q3 2023.

Based on Morgan Stanley's 13F filing for Q3 2023, filed 15 Nov 2023.