Vanguard Capital Wealth Advisors’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio MSD Stock Details MSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,715	Closed	-$91.9K	–	156
2024 Q1	$91.9K	Sell	12,715 -1,651	-11%	-$11.7K	0.06%	142
2023 Q4	$99.8K	Buy	14,366 +469	+3%	+$3.05K	0.08%	133
2023 Q3	$90.2K	Buy	13,897 +386	+3%	+$2.53K	0.08%	123
2023 Q2	$87K	Sell	13,511 -4,126	-23%	-$26.9K	0.08%	127
2023 Q1	$114K	Buy	+17,637	New	+$118K	0.11%	114
2021 Q2	–	Sell	-12,130	Closed	-$109K	–	168
2021 Q1	$109K	Sell	12,130 -2,433	-17%	-$22.2K	0.09%	128
2020 Q4	$133K	Buy	+14,563	New	+$129K	0.12%	130

Other funds holding MSD

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Wealth Advisors's MSD Position: Q2 2024 in Review

Vanguard Capital Wealth Advisors sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q2 2024, closing a stake of 12,715 shares — an estimated $91.9K sold.

Vanguard Capital Wealth Advisors first reported a position in MSD in Q4 2020 and held it in 7 quarters. The position peaked at $133K in Q4 2020. 40 funds tracked by Wall St. Rank hold MSD as of Q2 2024.

Vanguard Capital Wealth Advisors reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q2 2024 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 12,715 Morgan Stanley Emerging Markets Debt Fund shares in Q2 2024, an estimated $91.9K.
Vanguard Capital Wealth Advisors first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q4 2020 and held it in 7 quarters.
Vanguard Capital Wealth Advisors's Morgan Stanley Emerging Markets Debt Fund position peaked at $133K in Q4 2020.
40 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q2 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.