5L
MOAT icon

55I LLC’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

55I LLC’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,075
Closed -$230K – 633
2022
Q1 		$230K Sell
3,075
-546
-15% -$40.2K 0.01% 478
2021
Q4 		$276K Buy
+3,621
New +$274K 0.01% 430

Other funds holding MOAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

55I LLC's MOAT Position: Q2 2022 in Review

55I LLC sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2022, closing a stake of 3,075 shares — an estimated $230K sold.

55I LLC first reported a position in MOAT in Q4 2021 and held it in 2 quarters. The position peaked at $276K in Q4 2021. 343 funds tracked by Wall St. Rank hold MOAT as of Q2 2022.

  • 55I LLC reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2022 after selling out during the quarter.
  • 55I LLC sold 3,075 VanEck Morningstar Wide Moat ETF shares in Q2 2022, an estimated $230K.
  • 55I LLC first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2021 and held it in 2 quarters.
  • 55I LLC's VanEck Morningstar Wide Moat ETF position peaked at $276K in Q4 2021.
  • 343 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2022.

Based on 55I LLC's 13F filing for Q2 2022, filed 12 Aug 2022.