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
-5,020
Closed -$56.3K – 8010
2023
Q4 		$56.3K Buy
5,020
+2,510
+100% +$27.8K ﹤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 $10.4B AUM 4.78% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 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 $1.86B AUM 14.44% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 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 $2B AUM 0.66% 1-Year Est. Return