Morgan Stanley
KWAC

Morgan Stanley’s Kingswood Acquisition Corp. KWAC Stock Holding History

Morgan Stanley’s Portfolio KWAC Stock Details KWAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-103
Closed -$1K – 8312
2021
Q3 		$1K Buy
+103
New +$1.03K ﹤0.01% 7893
2021
Q2 		– Sell
-124
Closed -$1K – 7888
2021
Q1 		$1K Buy
+124
New +$1.25K ﹤0.01% 7438

Other funds holding KWAC

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return

Morgan Stanley's KWAC Position: Q4 2021 in Review

Morgan Stanley sold out of Kingswood Acquisition Corp. (KWAC) in Q4 2021, closing a stake of 103 shares — an estimated $1K sold.

Morgan Stanley first reported a position in KWAC in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 45 funds tracked by Wall St. Rank hold KWAC as of Q4 2021.

  • Morgan Stanley reported no remaining Kingswood Acquisition Corp. position as of Q4 2021 after selling out during the quarter.
  • Morgan Stanley sold 103 Kingswood Acquisition Corp. shares in Q4 2021, an estimated $1K.
  • Morgan Stanley first reported a position in Kingswood Acquisition Corp. in Q1 2021 and held it in 2 quarters.
  • Morgan Stanley's Kingswood Acquisition Corp. position peaked at $1K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Kingswood Acquisition Corp. as of Q4 2021.

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