VAG
MSD

VisionPoint Advisory Group’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-52
Closed -$382 – 577
2024
Q2 		$382 Buy
+52
New +$374 ﹤0.01% 750

Other funds holding MSD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

VisionPoint Advisory Group's MSD Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q3 2024, closing a stake of 52 shares — an estimated $382 sold.

VisionPoint Advisory Group first reported a position in MSD in Q2 2024 and held it in 1 quarter. The position peaked at $382 in Q2 2024. 40 funds tracked by Wall St. Rank hold MSD as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 52 Morgan Stanley Emerging Markets Debt Fund shares in Q3 2024, an estimated $382.
  • VisionPoint Advisory Group first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's Morgan Stanley Emerging Markets Debt Fund position peaked at $382 in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.