Spire Wealth Management’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Spire Wealth Management’s Portfolio EDD Stock Details EDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-307	Closed	-$1.46K	–	2253
2024 Q1	$1.46K	Hold	307	–	–	﹤0.01%	2146
2023 Q4	$1.43K	Hold	307	–	–	﹤0.01%	2208
2023 Q3	$1.31K	Hold	307	–	–	﹤0.01%	2208
2023 Q2	$1.44K	Hold	307	–	–	﹤0.01%	2244
2023 Q1	$1.39K	Hold	307	–	–	﹤0.01%	2340
2022 Q4	$1K	Hold	307	–	–	﹤0.01%	2167
2022 Q3	$1K	Hold	307	–	–	﹤0.01%	2064
2022 Q2	$1K	Sell	307 -307	-50%	-$1.42K	﹤0.01%	2490
2022 Q1	$3K	Hold	614	–	–	﹤0.01%	2320
2021 Q4	$3K	Sell	614 -600	-49%	-$3.43K	﹤0.01%	2687
2021 Q3	$7K	Hold	1,214	–	–	﹤0.01%	2186
2021 Q2	$7K	Sell	1,214 -1,000	-45%	-$6.14K	﹤0.01%	2221
2021 Q1	$13K	Buy	+2,214	New	+$13.5K	﹤0.01%	2324

Other funds holding EDD

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return

Spire Wealth Management's EDD Position: Q2 2024 in Review

Spire Wealth Management sold out of Morgan Stanley Emerging Markets Domestic Debt Fund (EDD) in Q2 2024, closing a stake of 307 shares — an estimated $1.46K sold.

Spire Wealth Management first reported a position in EDD in Q1 2021 and held it in 13 quarters. The position peaked at $13K in Q1 2021. 60 funds tracked by Wall St. Rank hold EDD as of Q2 2024.

Spire Wealth Management reported no remaining Morgan Stanley Emerging Markets Domestic Debt Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 307 Morgan Stanley Emerging Markets Domestic Debt Fund shares in Q2 2024, an estimated $1.46K.
Spire Wealth Management first reported a position in Morgan Stanley Emerging Markets Domestic Debt Fund in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Morgan Stanley Emerging Markets Domestic Debt Fund position peaked at $13K in Q1 2021.
60 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Domestic Debt Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.