Morgan Stanley
WEL

Morgan Stanley’s Integrated Wellness Acquisition Corp WEL Stock Holding History

Morgan Stanley’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,510
Closed -$28.2K – 8003
2023
Q4 		$28.2K Hold
2,510
– – ﹤0.01% 6347
2023
Q3 		$27.5K Hold
2,510
– – ﹤0.01% 6388
2023
Q2 		$26.9K Hold
2,510
– – ﹤0.01% 6455
2023
Q1 		$26.3K Hold
2,510
– – ﹤0.01% 6525
2022
Q4 		$25.9K Hold
2,510
– – ﹤0.01% 6567
2022
Q3 		$25K Hold
2,510
– – ﹤0.01% 6698
2022
Q2 		$25K Buy
+2,510
New +$25.1K ﹤0.01% 6906

Other funds holding WEL

WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley's WEL Position: Q1 2024 in Review

Morgan Stanley sold out of Integrated Wellness Acquisition Corp (WEL) in Q1 2024, closing a stake of 2,510 shares — an estimated $28.2K sold.

Morgan Stanley first reported a position in WEL in Q2 2022 and held it in 7 quarters. The position peaked at $28.2K in Q4 2023. 20 funds tracked by Wall St. Rank hold WEL as of Q1 2024.

  • Morgan Stanley reported no remaining Integrated Wellness Acquisition Corp position as of Q1 2024 after selling out during the quarter.
  • Morgan Stanley sold 2,510 Integrated Wellness Acquisition Corp shares in Q1 2024, an estimated $28.2K.
  • Morgan Stanley first reported a position in Integrated Wellness Acquisition Corp in Q2 2022 and held it in 7 quarters.
  • Morgan Stanley's Integrated Wellness Acquisition Corp position peaked at $28.2K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held Integrated Wellness Acquisition Corp as of Q1 2024.

Based on Morgan Stanley's 13F filing for Q1 2024, filed 15 May 2024.