WANY
MSD

Wealthspire Advisors (New York)’s Morgan Stanley Emerging Markets Debt Fund MSD Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-10,060
Closed -$79.8K – 820
2024
Q3 		$79.8K Hold
10,060
– – ﹤0.01% 731
2024
Q2 		$73.8K Buy
+10,060
New +$72.3K ﹤0.01% 645

Other funds holding MSD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s MSD Position: Q4 2024 in Review

Wealthspire Advisors (New York) sold out of Morgan Stanley Emerging Markets Debt Fund (MSD) in Q4 2024, closing a stake of 10,060 shares — an estimated $79.8K sold.

Wealthspire Advisors (New York) first reported a position in MSD in Q2 2024 and held it in 2 quarters. The position peaked at $79.8K in Q3 2024. 43 funds tracked by Wall St. Rank hold MSD as of Q4 2024.

  • Wealthspire Advisors (New York) reported no remaining Morgan Stanley Emerging Markets Debt Fund position as of Q4 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10,060 Morgan Stanley Emerging Markets Debt Fund shares in Q4 2024, an estimated $79.8K.
  • Wealthspire Advisors (New York) first reported a position in Morgan Stanley Emerging Markets Debt Fund in Q2 2024 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Morgan Stanley Emerging Markets Debt Fund position peaked at $79.8K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Morgan Stanley Emerging Markets Debt Fund as of Q4 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2024, filed 4 Feb 2025.