AWM
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Accurate Wealth Management’s Morningstar MORN Stock Holding History

Accurate Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$2.34K – 955
2022
Q4 		$2.34K Buy
+10
New +$2.28K ﹤0.01% 1173

Other funds holding MORN

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Accurate Wealth Management's MORN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Morningstar (MORN) in Q1 2023, closing a stake of 10 shares — an estimated $2.34K sold.

Accurate Wealth Management first reported a position in MORN in Q4 2022 and held it in 1 quarter. The position peaked at $2.34K in Q4 2022. 301 funds tracked by Wall St. Rank hold MORN as of Q1 2023.

  • Accurate Wealth Management reported no remaining Morningstar position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 Morningstar shares in Q1 2023, an estimated $2.34K.
  • Accurate Wealth Management first reported a position in Morningstar in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Morningstar position peaked at $2.34K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Morningstar as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.