AIP
MOAT icon

Ahrens Investment Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$9.65M Sell
130,665
-15,170
-10% -$1.08M 4.79% 1
2022
Q4 		$9.47M Buy
145,835
+55,544
+62% +$3.6M 4.3% 2
2022
Q3 		$5.42M Sell
90,291
-3,558
-4% -$239K 2.85% 9
2022
Q2 		$5.98M Buy
93,849
+4,554
+5% +$313K 2.64% 8
2022
Q1 		$6.67M Sell
89,295
-2,455
-3% -$181K 2.1% 11
2021
Q4 		$6.98M Sell
91,750
-5,723
-6% -$434K 3.09% 5
2021
Q3 		$7.14M Sell
97,473
-3,196
-3% -$241K 3.41% 4
2021
Q2 		$7.46M Buy
100,669
+6,435
+7% +$468K 3.44% 4
2021
Q1 		$6.53M Sell
94,234
-12,258
-12% -$808K 3.3% 4
2020
Q4 		$6.6M Sell
106,492
-7,546
-7% -$444K 3.54% 4
2020
Q3 		$6.22M Sell
114,038
-25,709
-18% -$1.41M 4.14% 4
2020
Q2 		$7.3M Sell
139,747
-29,619
-17% -$1.47M 4.44% 4
2020
Q1 		$7.41M Sell
169,366
-60,552
-26% -$3.11M 5.32% 3
2019
Q4 		$12.6M Buy
229,918
+13,726
+6% +$726K 5.24% 3
2019
Q3 		$10.8M Buy
216,192
+27
+0% +$1.32K 4.79% 4
2019
Q2 		$10.4M Buy
216,165
+5,527
+3% +$262K 4.71% 4
2019
Q1 		$9.82M Buy
210,638
+8,665
+4% +$392K 4.48% 4
2018
Q4 		$8.31M Buy
201,973
+8,709
+5% +$387K 3.88% 5
2018
Q3 		$9.04M Sell
193,264
-3,004
-2% -$137K 3.39% 5
2018
Q2 		$8.55M Sell
196,268
-4,436
-2% -$189K 3.58% 5
2018
Q1 		$8.32M Sell
200,704
-10,051
-5% -$436K 3.58% 5
2017
Q4 		$8.95M Buy
210,755
+3,703
+2% +$153K 3.62% 6
2017
Q3 		$8.35M Buy
207,052
+10,545
+5% +$417K 3.57% 6
2017
Q2 		$7.77M Buy
196,507
+40,900
+26% +$1.57M 3.35% 6
2017
Q1 		$5.84M Buy
155,607
+20,355
+15% +$750K 2.81% 10
2016
Q4 		$4.71M Buy
+135,252
New +$4.66M 2.47% 10

Other funds holding MOAT

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

Ahrens Investment Partners's MOAT Position: Q1 2023 in Review

Ahrens Investment Partners reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 10% in Q1 2023, selling an estimated $1.08M and leaving 130,665 shares worth $9.65M. The position accounts for 4.79% of the portfolio, ranked #1.

Ahrens Investment Partners first reported a position in MOAT in Q4 2016 and has held it in 26 quarters since. The position peaked at $12.6M in Q4 2019. 379 funds tracked by Wall St. Rank hold MOAT as of Q1 2023.

  • Ahrens Investment Partners held 130,665 shares of VanEck Morningstar Wide Moat ETF worth $9.65M as of Q1 2023.
  • Ahrens Investment Partners sold 15,170 VanEck Morningstar Wide Moat ETF shares in Q1 2023, an estimated $1.08M.
  • VanEck Morningstar Wide Moat ETF made up 4.79% of Ahrens Investment Partners's portfolio in Q1 2023, its #1 holding.
  • Ahrens Investment Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's VanEck Morningstar Wide Moat ETF position peaked at $12.6M in Q4 2019.
  • 379 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.